25/03/2024 Central banks’ divergences in sight Explore the divergences in central bank policies and their impact on global bond investments. Discover potential opportunities in bonds and equities amidst...
10/05/2023 Economy & Markets Our key takeaways from IMF’s Spring meetings Investor sentiment is downbeat, but not overly bearish. With tightening credit conditions, our US growth outlook is lower compared to the IMF’s, while...
26/01/2023 Economy & Markets Bonds are back: credit markets in focus during 2023 Understanding the outlook for credit markets in 2023
5/04/2022 Economy & Markets Credit markets: more attractive valuations but we remain cau... Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe.
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...
29/01/2019 Emerging Markets Time to increase risk exposure: start with emerging markets ... The excess of pessimism at the end of 2018 resulted in a sharp decline in financial markets and renewed volatility.