25/07/2019 Fixed Income & FX Fixed Income Charts and Views - Q3 2019 A slowdown in global growth, with subdued inflation and dovish central banks (CB) committed to avoiding further economic deceleration, is a trend that,...
30/06/2023 Insurance Insurance Fixed Income Outlook: transition to more liquid assets We look at how insurers have begun to adapt to the new market regime and suggest some avenues to explore on the asset side for the years to come.
29/06/2022 Economy & Markets Focus on Spain: macroeconomic projections and fixed income view The energy crisis in Europe, coupled with supply chain bottlenecks worldwide, and accelerated monetary tightening are the major headwinds for the Eurozone...
5/03/2020 Fixed Income & FX Fixed Income: Zero rates do not mean zero returns As we enter the 2020s, a look back over the previous decade provides a key take-away for investors: a zero-rate environment does not lead to zero performance...
16/12/2019 Fixed Income & FX Fixed income: Back to core – Charts and Views - Build a robust 'core' and diversify income sources The ongoing slowdown in global trade will weaken global GDP growth further in 2020 – especially in advanced economies skewed towards the manufacturing...
2/12/2022 Fixed Income & FX European fixed income: the difficult equation if the energy crisis persists Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.