Fiscal Deterioration in Brazil and Colombia, Stability in Peru
Tensions between fiscal and monetary policy? Read the key takeaways from our recent trip to Latin America.
High yield default expectations in Europe buck the trend
Improving conditions across multiple themes are combining to boost optimism, from refinancing levels and gas prices to China reopening
What happens next for banks?
Our Global CIO and equity analysts look at the changes that may be coming for banks in the wake of recent events involving Silicon Valley Bank and Credit Suisse.
Credit Suisse : Crisis throws up more questions than answers
Assessing UBS’s takeover of Credit Suisse and with wider ramifications for credit markets in the future.
Bond market breakdown: bumper start to year sees broader issuance
Year-to-date issuance is at $184 billion – which is 78% larger than 2018’s total issuance.
Ukraine: one year on but no end in sight
A year on from Russia’s invasion of Ukraine we are unfortunately no closer to seeing an end to the war than when the first bombs dropped on 24 February 2022.
Latin America’s left: more bark than bite (mostly)
Latin America’s political landscape has shifted to the left. We ask whether new presidents will be able to deliver on their mandates and assess what the move means for fundamentals.
Emerging Markets Debt: Will 2023’s bright start last the course?
With bumper flows so far in 2023 we examine what’s attracting investors to emerging market debt. We explore where we see opportunities and discuss how our portfolios are positioned.
Anleihen: optimistisch für 2023
„Festverzinsliche Anlagen werden in den kommenden zwölf Monaten ein Comeback erleben“, so die Meinung
von Gene Tannuzzo, Global Head of Fixed Income.
Keine weiteren schlechten Nachrichten dürften 2023 eine gute Nachricht sein
Nach einem trüben Jahr für die Märkte erläutert William Davies, Global Chief Investment Officer, seine Einschätzung der Risiken und Chancen für 2023. Mit sehr viel Vorsicht wage ich zu behaupten, dass sich 2022 wohl nicht wiederholen wird.