5/04/2022 Economy & Markets Credit markets: more attractive valuations but we remain cautious Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe.
17/01/2020 Economy & Markets Economic resilience, Fed and elections to drive US markets in 2020 2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index...
4/11/2019 Fixed Income & FX High Yield: deep diving needed due to a more uncertain outlook Global growth has been slowing since 2018, due to a combination of factors, including trade wars - with consequently slower global trade - past US Fed...
23/05/2019 Fixed Income & FX High Yield: Oasis in search for yield? Since early 2016, US HY default rates have experienced a sort of “mini –cycle”, peaking at the end of 2016.
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.