What opinion do you hold that is most against the grain of analysis elsewhere?
The CDO sector is not a homogeneous sector and presents selective opportunities. Mixed pool lease securitisations pricing does not fully reflect the challenges of the deals. The securitisation of consumer assets in Japan and Korea offers unique investment opportunities and yield pick-up. Alternative investment securitisation will provide more value to the early comers.
Name one of your best trade recommendation
The week on Risk.net, July 7-13, 2018Receive this by email