Fixed Income Quarterly – Emerging...
Emerging market (EM) sovereign and corporate bonds saw a broad-based rally in the final months of 2023 as investors became…
14/02/24
Fixed income
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Article
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Article
Fixed Income Quarterly – Corporate...
We expect global corporate bonds to be supported in 2024 by a soft landing in the major developed economies and…
07/02/24
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Podcast
Talking Heads – It is...
Building on a solid performance in 2023, European high-yield bonds stand to do well in 2024 given favourable macroeconomic and…
05/02/24
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Article
Fixed Income Quarterly – Eurozone:...
Consumer and business confidence appear to be taking a turn for the better in the eurozone as inflation falls and…
30/01/24
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Podcast
Talking Heads – Finding the...
The last three years have seen considerable market volatility caused by factors including the Covid pandemic, government subsidies, supply chain…
29/01/24
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Article
Fixed Income Quarterly – Crosscurrents...
For 2024, we foresee several crosscurrents that could influence the outlook for US growth and inflation. Before we discuss those,…
23/01/24