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.
26/11/2021 Fixed Income & FX From recovery to resiliency: the promise of EM sustainable ... After an outbreak that initially affected developed countries and China, Covid-19 has become an emerging market and developing economies (EMDEs) pandemic.
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 ... 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 robu... The ongoing slowdown in global trade will weaken global GDP growth further in 2020 – especially in advanced economies skewed towards the manufacturing...