Economics

Talking Point - Risk repricing

Does the recent slump in bond issuance, combined with a slowdown in LBO financing, signal a period of indigestion or the beginning of a repricing of risk? (NB views received by August 17)

Rating agencies assess money markets

In two conference calls last week, Fitch Ratings and Moody’s sought to capture the effect of the commercial paper (CP) market's lack of liquidity on the wider banking outlook.

Allen Sinai

The president of Decision Economics in Boston has advised five US administrations on economic policy. He tells Dalia Fahmy why he's turned more bullish on the global economy

Conference calling

This year's Energy Risk USA conference broke the record attendance of last year with more than 330 delegates gathering in Houston to focus on the latest issues in energy risk management. The Energy Risk team brings you some highlights

Fears over LatAm consumer credit boom

A lending spree by Latin American banks has led to a massive rise in consumer debt. Banks are content to securitise these loans, but what happens when consumers start defaulting?

Russia wakes up to ABS

After years of being the 'next big thing', the Russian asset-backed securitisation market has finally arrived. Laurence Neville looks at the factors that have caused this sleeping giant to awaken

Better prospects

Russia offers better prospects for industry to develop and far more investment opportunities than is widely recognised, writes Pavel Ulianov of Russian metal giant Rusal

The Big Interview: Paul McCulley

Pimco's portfolio manager talks to Dalia Fahmy about chasing yield in an expensive asset class, and what he's expecting will trigger the next market downturn

A yen for financing

Yen-denominated mortgages have proven an attractive source of low-cost housing funding over the past 10 years. David Rowe asks whether these products are an accident waiting to happen

It's different this time - really

The advent of the structured credit market has changed investors' understanding of risk. What's more, the triggers for widespread losses will not be the same this time round

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