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LONG STORY SHORT

Showcasing views across the capital structure and private assets.

Featured Blogs

Britain’s Next Reset Must Start with Credibility

July 23, 2026

New British Prime Minister Andy Burnham has a narrow window to restore the UK’s policy credibility before markets harden their verdict.

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CLOs Uncovered

June 29, 2026

As dispersion in CLO mezzanine tranches continues, the market is uncovering the primary drivers of whether portfolios preserve value or experience meaningful erosion.

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Macroeconomics

The Macro Factors Driving Steeper Yield Curve Risks

April 10, 2026

The recent movement in long-term U.S. rates towards the top of their well-established range and the steepening in the yield curve raises several questions for fixed income investors.

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