In Credit Weekly Snapshot – July 2025
Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – June 2025
Our fixed income team provide their weekly snapshot of market events.
Market jitters miss the bigger AI picture
As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.
Resilient European High Yield market looks beyond tariff uncertainty
We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry
Although a drive to onshore manufacturing of pharmaceuticals is admirable, there could be some unintended consequences around price, availability and global relations.
Midyear fixed-income outlook: Strategic scenarios for bond investors
How will policy uncertainty and macro headwinds shape opportunities in fixed income?
Midyear macro outlook: A new dawn of uncertainty
Geopolitical tensions, tariff uncertainty and global economic slowdown look set to define the second half of 2025.
In Credit Weekly Snapshot – May 2025
Our fixed income team provide their weekly snapshot of market events.
China: Don’t count on a big stimulus package this time
With delinquent loans from the global financial crisis still sitting on its books, we don’t think the conditions are right for China to repeat its stimulus trick for a third time.
In Credit Weekly Snapshot – April 2025
Our fixed income team provide their weekly snapshot of market events.
