27/10/2025 Economy & Markets Default shockwaves: short‑term pass, medium‑term wake‑up call Discover why recent defaults are a short-term shock but a warning for rising credit risks ahead.
10/05/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - May 2023 Real, or inflation-adjusted, bond yields are higher than they were before the pandemic, but are likely to return to pre-Covid levels in the medium term,...
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...
