Boeing bonds bound to bounce back?
With $60 billion of outstanding corporate bonds, the business is among the largest non-financial IG issuers, and it wants to reduce its leverage. But with that being unlikely anytime soon, investors have a decision to make.
In Credit Weekly Snapshot – 23 September 2024
Can the demand for critical minerals be met responsibly?
Solar, wind and batteries all rely on critical minerals. Will the race to unearth them drive innovation or lead to unsustainable practices in global supply chains?
How does board gender diversity affect stock risk?
Companies with insufficient board gender diversity have higher idiosyncratic risk, so how can portfolio managers go about mitigating this?
Geopolitische Unruhen und Devisenreserven
Angesichts der zunehmenden geopolitischen Bedenken gilt für die Zentralbanken und ihre Devisenreserven das Motto „mehr ist mehr“. Deshalb liegen festverzinsliche Wertpapiere im Trend, da die Zinssätze wieder im mittleren einstelligen Bereich liegen.
In Credit Weekly Snapshot – August 2024
Our fixed income team provide their weekly snapshot of market events.
Seizing value in emerging market debt
Strong growth outlooks are counterbalanced by fiscal headwinds and above-target inflation, requiring a nuanced approach to capture value in emerging market debt.
In Credit Weekly Snapshot – 12 August 2024
No winners in the Thames Water travails
As an arms-length owner of Thames Water could HM Government improve operational performance and deliver benefits to UK taxpayers?