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.
2/04/2021 Fixed Income & FX Dollar: short-term bull, medium-term dull? As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar....
22/04/2020 Fixed Income & FX Revisiting the global high yield outlook in the wake of the COVID-19 pandemic 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...
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...
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....
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...
9/12/2019 Fixed Income & FX Screen the Euro fixed income market in the era of three 'lows' As 2020 approaches, the uncertainty in the market has receded but there are still risks ahead involving macroeconomic, political and technical factors....