Insights

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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

Private credit rates vs liquid market rates

Dutch Mortgages in a Multi-Asset Portfolio

Dutch Mortgages in a Multi-Asset Portfolio

Comparing Inflation in the  USA and Eurozone: putting things in perspective

Comparing Inflation in the USA and Eurozone: putting things in perspective

undefined Paulus Schuckink Kool 30 June 2022
Dutch mortgage rates - Market developments

Dutch mortgage rates - Market developments

Konstantinos Karanikolis Konstantinos Karanikolis 30 June 2022
Making the Dutch housing stock more sustainable

Making the Dutch housing stock more sustainable

US Consumer Credit Outlook: Focus on Low-Income Borrowers

US Consumer Credit Outlook: Focus on Low-Income Borrowers

undefined Aytekin Satiroglu 30 June 2022
Dutch housing has never been as unaffordable for starters as it is today

Dutch housing has never been as unaffordable for starters as it is today

Geopolitical Risks: Implications for US Consumer and SME Credit

Geopolitical Risks: Implications for US Consumer & SME Credit

undefined Aytekin Satiroglu 31 March 2022
Increased energy prices: Implications for Dutch mortgage borrowers

Increased energy prices: Implications for Dutch mortgage borrowers

Dutch mortgage valuation index – 2021-Q3 Update

Dutch mortgage valuation index – 2021-Q3 Update

How automatic risk class adjustment affects investor returns and portfolio valuations

How automatic risk class adjustment affects investor returns and portfolio valuations

Asset performance during periods of high inflation

Asset performance during periods of high inflation

undefined Aytekin Satiroglu 17 January 2022
Increased risk-taking by youngest mortgage borrowers

Increased risk-taking by youngest mortgage borrowers

Payment Holidays in the EU: Implications for Asset Quality

Payment Holidays in the EU: Implications for Asset Quality

undefined Aytekin Satiroglu 30 September 2021
Search for drivers of Dutch Mortgage Arrears

Search for drivers of Dutch Mortgage Arrears

Impact of increased transfer tax on BTL investments and the rental market

Impact of increased transfer tax on BTL investments and the rental market

Loan Support Schemes and SME Sentiment in the UK

Loan Support Schemes and SME Sentiment in the UK

undefined Aytekin Satiroglu 30 September 2021
Dutch mortgage arrears back to pre-pandemic level

Dutch mortgage arrears back to pre-pandemic level

First signs of COVID-19 impact, Dutch mortgage arrears are rising

First signs of COVID-19 impact, Dutch mortgage arrears are rising

LoanClear European SME Support Programmes, analyzed

Asset performance during the COVID-19 pandemic - issue 3 EU SME Support Programmes

LoanClear Analyzing European ABS/CLO performance during periods of stress

Snapshot of asset performance during the COVID-19 pandemic - issue 2 - EU ABS/CLO

LoanClear Analyzing asset performance during the COVID-19 Pandemic

Asset Performance under Periods of Stress – LoanClear breaks down the impact of COVID-19 pandemic on US consumer Credit