Mexico’s 2024 election outlook: Lessons from the Latin American region
Mexican voters head to the ballot box next June. We explore potential outcomes and broader political change in Latin America.
Three reasons to allocate to European High Yield
From an evolving market to historical performance via higher yields with modest default rates, here’s why you should consider European High Yield.
Argentina: New regime opens door for a better outcome
New President Javier Milei has vowed to tackle Argentina’s economic crisis. We assess the potential impacts of his radical policy proposals.
The right locations
Looking for pockets of value in European real estate credits. We explain why select BBB- rated bonds look attractive and highlight datacentres and German residential as favoured subsectors.
The peak in rate hikes is an inflection point for bonds
You don’t have to be bearish on the economy to be optimistic on the bond market. Here’s why.
Balancing uncertainty and optimism
The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
Euro high yield default outlook: benign but bifurcated
Higher-rated issuers have been able to term-out maturities and maintain healthy liquidity levels.
Huawei-SMIC in the limelight, but more friction ahead
Despite restrictions around access to advanced technology, Huawei’s new smartphone – powered by SMIC chips – sees it back at the fore of 5G enabled devices.
Soziale Normen: Der wachsende Anleihenmarkt entfaltet seine positive Wirkung
Der Markt für soziale Anleihen hat einen langen Weg hinter sich und ist in den letzten fünf Jahren sowohl in der Breite als auch Tiefe erheblich gewachsen. Dennoch bleibt noch viel zu tun.
Social norms: the growing bond market that is increasingly delivering impact
The growth in the breadth and depth of the social bond market is impressive, but there’s still more to come.