Thought Leadership Research

On a quarterly basis, Whitehelm publishes proprietary research on current issues facing the infrastructure sector, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

Research Listing

SUBPRIME LESSONS NOT LEARNED

SUBPRIME LESSONS NOT LEARNED

June 2017

Fiscal initiatives, cheap credit and moral hazard have caused a 46% increase in auto debt in the US since 2008.  We discuss why the recent increase in subprime delinquencies is worrying, as well as why the likely implications will not be as severe as those in the subprime mortgage market during the financial crisis.

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