Through the windshield: rate hikes and borrowing costs for investment grade companies
The impact of rate hikes and borrowing costs on investment grade companies
In Credit Weekly Snapshot – June 2023
Our fixed income team provide their weekly snapshot of market events.
Andrew Dewar
Andrew Dewar is a portfolio manager in the Investment Grade Credit team at Columbia Threadneedle Investments.
Residential and datacentres – European investment grade credit
Finding the right locations in European real estate credit. Any why residential and datacentres look attractive.
In Credit Weekly Snapshot – May 2023
Our fixed income team provide their weekly snapshot of market events.
Under pressure – European real estate credit
Europe’s real estate sector has been under pressure since mid-2021. What’s behind its struggles and where can we find attractive credit opportunities?
In Credit Weekly Snapshot – April 2023
Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – March 2023
Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – February 2023
Our fixed income team provide their weekly snapshot of market events.
2023 will be a credit-picker’s market
We look at the drivers of investment grade returns in 2023, where the opportunities might lie, Federal Reserve policy and positioning, and emerging industry themes.
