Red Thread: Europe Edition - Mid-Year Report 2025 (UBS AM)
“Who do I call if I want to speak to Europe?” - Henry Kissinger. While Europe has clearly made strides since this…
Debt and Credit Outlook
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The Next Chapter for U.S. Corporate Pension Plans (KKR)
U.S. corporate pension plans have entered a new era—one defined by stronger funding, shorter liabilities, and a…
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Europe’s Summer of Disillusionment (ING)
Europe’s core weakness has been laid bare this summer: it’s not the analysis or awareness that’s lacking, but the…
In the Gaps: Alternative Credit Newsletter Summer 2025 (Ares)
We think the risk of generalization errors is reaching peak levels in many parts of consumer credit today. And no…
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