The US government lost their top-notch AAA rating on their long-term issuer debt recently, from Moody’s Ratings.

Our May edition outlines the geopolitical scenarios for the US-China trade war, the complexities of decoupling, and our outlook on the US Treasury market.

Discover the geopolitical factors influencing the US-China trade war, the complexities of decoupling, and our insights on the US Treasury market in our...

Discover how Beijing's trade war strategy has shifted from restraint to decisive retaliation. Eroding trust from U.S. 'strategic decoupling' leads to...

Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.

The Talks elaborates on the uncertainty around the US Debt Ceiling negotations and how it could evolve.

The Talks elaborates on the banking stress in US and the FOMC May meeting.

The Talks elaborates on why the recent crisis in the banking sector is not a systemic one, and that there are select opportunities among banks.

Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.

The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and...

The objective of this paper is to illustrate the factor investing space in corporate bonds before and during the COVID-19 crisis and is the natural extension...