Braskem's restructuring story has entered a new phase. In
DP World
Departement Recherche2026-09-15T11:11:19+02:00Our latest investment case looks at DP World, one
Hyperscalers Looking Beyond Headline Debt
Departement Recherche2026-09-15T11:08:23+02:00AI investment is making hyperscaler credit analysis increasingly complex,
Fed, Treasuries and the Long End
Departement Recherche2026-09-15T11:05:45+02:00The Treasury sell-off is no longer just a Fed
YPF SA
Departement Recherche2026-09-15T11:04:10+02:00YPF's credit story has changed materially. Vaca Muerta is
US Floating-Rate Notes – Attractive Income with Limited Duration
Departement Recherche2026-09-15T11:02:37+02:00Elevated short-term rates, persistent inflation risks and an uncertain
US TIPS – Real Yield is Back
Departement Recherche2026-08-11T09:21:43+02:00US TIPS are back on our radar. Real yields
Glencore Update – Strong 1H, Copper Optionality Strengthens – Flash
Departement Recherche2026-08-07T10:42:19+02:00Glencore’s 1H26 results were ahead of expectations, but the
SpaceX – Emerging Relative Value After a Difficult Debut
Departement Recherche2026-08-06T10:13:16+02:00Has the market become too pessimistic on SpaceX credit?
Monthly review – July 2026
Departement Recherche2026-09-15T11:33:44+02:00Discover our monthly review for July 2026. Don’t miss
