Credit

Exclusive Credit Compass: A French reckoning

While the French event risk surrounding the budget negotiations and upcoming presidential elections were no surprise, we suspect few anticipated such a rapid reaction.

Exclusive Collateral treatment changes for retained covered bonds

Two relevant changes relating to (Dutch) retained covered bonds were released this week.

Exclusive Benelux Beat - VLK adds significant AuM via Aegon AM partnership

Exclusive Credit Compass: The wall of worry strikes back

Not impervious after all. European credit markets have displayed a great amount of resilience so far this year.

Exclusive Financials Comment: Belfius proposes lower CET1 target

Belfius is reshaping its capital and dividend policies ahead of the Belgian government’s planned 20% share sale.

Exclusive Credit Compass: Rockets ships in reverse

As we entered 2026 it seemed almost impossible to imagine a situation where the US federal Reserve would be hiking rates.