• 

  The Quality Premium: Equity Alpha vs. Credit Caution

  5th Jun 2025
  Credit × Equity × Fixed-income × High-Yield

• 

  Shifting Ground: The JPY Carry Trade in a New Rate Regime

  22nd May 2025
  Credit × Fixed-income × High-Yield

• 

  The Revival of Unitranche Financing: Why PE Sponsors Prefer Simplicity in Volatile Markets

  15th May 2025
  Credit × High-Yield

• 

  The Hidden QE: The Fed’s $34.8B Treasury Buying in 48h

  7th May 2025
  Fixed-income

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  Why High Yield OAS Tells a Different Story in 2025

  2nd Apr 2025
  High-Yield