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.
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....
25/07/2019 Fixed Income & FX Fixed Income Charts and Views - Q3 2019 A slowdown in global growth, with subdued inflation and dovish central banks (CB) committed to avoiding further economic deceleration, is a trend that,...
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.
25/02/2019 Fixed Income & FX How investors should deal with the liquidity dilemma The paradox of liquidity (it dries up when most needed) remains one of the key challenges for investors on the aftermath of the great financial crisis...