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.
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.
28/09/2022 Fixed Income & FX UK market turmoil points towards further volatility in globa... Understand recent market reaction to the UK budget proposal that had significant market impact on the Sterling and look into what are the implications...
22/04/2020 Fixed Income & FX Revisiting the global high yield outlook in the wake of the ... Global HY markets sold off aggressively between February and March in response to the COVID-19 outbreak, the oil price war and the liquidity freeze in...
21/02/2020 Fixed Income & FX Global high yield outlook: Be confident, but not complacent Last year was a strong year for global bond markets, which were supported by the accommodative stance of the main central banks and strong investor demand....
9/12/2019 Fixed Income & FX Screen the Euro fixed income market in the era of three 'low... As 2020 approaches, the uncertainty in the market has receded but there are still risks ahead involving macroeconomic, political and technical factors....
4/11/2019 Fixed Income & FX High Yield: deep diving needed due to a more uncertain outlo... Global growth has been slowing since 2018, due to a combination of factors, including trade wars - with consequently slower global trade - past US Fed...
2/08/2019 Fixed Income & FX Seek high yield opportunities, but be aware of liquidity con... Speculative grade bonds have been among the major beneficiaries of the rapid turn of both Fed and ECB monetary policy stances to much more dovish positions....
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.