5/03/2025 Fixed Income & FX Credit markets remain appealing for income-seeking investors In 2025, credit markets remain attractive for income-seeking investors, supported by resilient economic activity, solid corporate fundamentals, and favorable...
10/06/2024 Fixed Income & FX Bond investing when Central Banks are in motion The outlook for bond market, reassessing risks and opportunities in fixed income space.
18/12/2023 Economy & Markets ECB on hold supportive for Euro credit markets and govies Understanding the outcome of the latest ECB and BoE meetings, and their impact on markets.
17/03/2023 Economy & Markets ECB increases rates: the job on inflation is not done yet, b... Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
26/01/2023 Economy & Markets Bonds are back: credit markets in focus during 2023 Understanding the outlook for credit markets in 2023
2/12/2022 Fixed Income & FX European fixed income: the difficult equation if the energy ... Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.
28/10/2022 Economy & Markets A dovish pivot from the ECB: Euro bonds back in focus The ECB has turned more dovish suggesting a less aggressive rate hike path ahead.
13/09/2022 Economy & Markets ECB meeting: bold rate hike; watch out for more to come Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
18/06/2021 Economy & Markets Biden agenda: tackling income inequality and its potential i... The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and...
14/11/2018 Economy & Markets What lies ahead for the US economy and markets? The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world.