In Credit Weekly Snapshot – March 2024
Our fixed income team provide their weekly snapshot of market events.
Chocks away! Airport passenger numbers – and financial metrics – recover
Increased numbers of fliers and supportive concession frameworks mean the industry retains a strong and steady credit trajectory.
The right locations
Looking for pockets of value in European real estate credits. We explain why select BBB- rated bonds look attractive and highlight datacentres and German residential as favoured subsectors.
Pulling the plug on privatised water?
The resignation of Thames Water’s chief executive triggered speculation about nationalisation of the company. We explain why we don’t think that’s likely.
European Utilities: as good as it gets…
Explaining why we’ve improved the European Utilities sector fundamental score from Neutral to Positive.
A unique lens on banks and net zero
How are financial institutions embracing the energy transition and managing climate change risks, and what are the opportunities presented by the decarbonisation process?
Through the windshield: rate hikes and borrowing costs for investment grade companies
The impact of rate hikes and borrowing costs on investment grade companies
Crédit IG européen : Focus sur l’immobilier résidentiel et les centres de données
Naviguer sur le marché du crédit immobilier européen. Focus sur l’immobilier résidentiel et les centres de données.
Andrew Dewar
Andrew Dewar is a portfolio manager in the Investment Grade Credit team at Columbia Threadneedle Investments.
L’immobilier européen sous pression
Le secteur immobilier européen est sous pression depuis mi-2021. A quoi sont dues ses difficultés et où trouver des opportunités de crédit ?