defaults

With default rates on the rise, investors are understandably questioning what to do with their credit investments.

Listen to my latest podcast interview on the cracks busting open commercial real estate and risky lenders

There are huge signs of stress in the non-bank home loan, commercial real estate and construction industries

Both Australian and US default data point to rising stress

Since 2019, we have been warning about the rise of "zombie companies" kept alive by perpetually cheap money care of the near-zero interest rate and QE-to-infinity...

As Covid-19 ravages through impecunious issuers across the fixed income universe, Adam Grotzinger of Neuberger Berman expects the credit cycle to start afresh as...

Whether it’s by deliberate decision or by happenstance, the Federal Government has handed the Australian major banks two big wins over their non-bank competitors. The...

Credit securities, both in Australia and globally are getting back on their feet. The bookbuilds this week of $1 billion of corporate debt by Woolworths, $1.25 billion...

Australia’s political leaders are making critical decisions daily. The greatest of these is striking a balance between a potential spike in deaths from Covid-19 and...

Today I argue that the Hayne royal commission's interim report is flawed in several respects that will force lenders to hike mortgage rates and reduce access to credit...

We have just published our August RMBS default index report, which you can download here. Key take-aways are as follows: Contrary to S&P data, Coolabah’s...