Andrew Dewar
Andrew Dewar is a portfolio manager in the Investment Grade Credit team at Columbia Threadneedle Investments.
Residential and datacentres – European investment grade credit
Finding the right locations in European real estate credit. Any why residential and datacentres look attractive.
Prognose der Ausfallquoten für europäische Hochzinsanleihen – überwiegend mild mit negativer Grundtendenz
Wir prognostizieren weiterhin relativ geringe kurzfristige Ausfallquoten, stellen aber fest, dass der unterschwellige Trend leicht nach unten weist.
A boost for Boeing – what does it mean for bondholders?
A bumper order for 737-Max airplanes bodes well for Boeing and the commercial aviation sector. We assess what it means for bondholders
Managing cash amid another US debt-ceiling showdown
We look at the showdown in the US over the debt limit, what this might mean for cash portfolios, and the expectation of resolution – albeit with a big wildcard
Euro high yield default rates forecast – mostly benign with an undercurrent
However, we still expect default rates to move higher as the 2025/26 maturity wall draws closer.
Under pressure – European real estate credit
Europe’s real estate sector has been under pressure since mid-2021. What’s behind its struggles and where can we find attractive credit opportunities?
Credit Suisse and the likely impact on banking regulations
We will be scrutinising management teams more on the relationship between governance and liquidity – and believe the cost of funding is now higher across the sector
Warum in Europa sehr niedrige High-Yield-Ausfälle zu erwarten sind
Nach dem Ende des ersten Quartals 2023 wird deutlich: Der europäische Markt für Hochzinsanleihen widersetzt sich weiterhin den Erwartungen
Turkey’s test – voting for an inflection point?
As the election looms, we ask if investors are overlooking Turkey’s potential as an investment destination.