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Thoughts From The Divide: Collateral Damage – May 31 2024 – MI2 Partners

BY JON WEBB
If this week’s title sends a small shiver down your spine, you may be in the Real Estate/lending business. Sadly, there doesn’t appear to be any quick or easy cures, which is perhaps unsurprising as the hits keep coming. Bank OZK is the latest example, getting slammed after a Citi analyst noted “substantial concerns” over the company’s “largest individual loan… and Life Science construction lending in general”. Some might think the residential side is also showing some cracks, with pending home sales slumping to the “lowest level since the start of the pandemic”, and with an increasing number of listings opting to cut prices. The latter metric might itself be muted by the number of listings getting pulled… Cheery stuff! Read more →

C8 Weekly Bulletin: Return to Income

BY ROBERT MINIKIN
Whilst the New Year's recovery in stock markets has grabbed much of the headlines, we also note that last year's fixed income sell-off has created opportunities in income products.  This week we illustrate this using C8 Studio, with income-generating indices from Vettafi. Read more →

NDR Fixed Income Allocation Strategy January 2025 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →
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