Insights
Assessing the Performance of Dutch Mortgages and European Asset Classes in 2022
2022 has been a highly unusual year for investors. The war in Ukraine followed by distorted food and energy supply chains resulted in high inflation and some of the fastest rate hikes in history. These events resulted in decreasing asset prices across all markets and one of the worst years in history for a 60/40 portfolio. Previously, we compared the performance of Dutch mortgages, using the LoanClear Dutch Mortgage Index, to other European asset classes up to the first half of 2022 [1]. The LoanClear Dutch Mortgage Index provides insights in the performance of Dutch mortgages.
Private credit rates vs liquid market rates
Dutch Mortgages in a Multi-Asset Portfolio
Comparing Inflation in the USA and Eurozone: putting things in perspective
Dutch mortgage rates - Market developments
Making the Dutch housing stock more sustainable
US Consumer Credit Outlook: Focus on Low-Income Borrowers
Dutch housing has never been as unaffordable for starters as it is today
Geopolitical Risks: Implications for US Consumer & SME Credit
Increased energy prices: Implications for Dutch mortgage borrowers
Dutch mortgage valuation index – 2021-Q3 Update
How automatic risk class adjustment affects investor returns and portfolio valuations
Asset performance during periods of high inflation
Increased risk-taking by youngest mortgage borrowers
Payment Holidays in the EU: Implications for Asset Quality
Search for drivers of Dutch Mortgage Arrears
Impact of increased transfer tax on BTL investments and the rental market
Loan Support Schemes and SME Sentiment in the UK
Dutch mortgage arrears back to pre-pandemic level
First signs of COVID-19 impact, Dutch mortgage arrears are rising
Asset performance during the COVID-19 pandemic - issue 3 EU SME Support Programmes
Snapshot of asset performance during the COVID-19 pandemic - issue 2 - EU ABS/CLO
