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.
In Credit Weekly Snapshot – February 2023
Our fixed income team provide their weekly snapshot of market events.
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.
2023 will be a credit-picker’s market
We look at the drivers of investment grade returns in 2023, where the opportunities might lie, Federal Reserve policy and positioning, and emerging industry themes.
In Credit Weekly Snapshot – January 2023
Our fixed income team provide their weekly snapshot of market events.
Firmer foundations for China’s property market in 2023
The Chinese property sector has been in the headlines over the past year, and not for the right reasons.
Credit on the comeback trail in 2023
All global financial markets were rattled in 2022. We saw an aggressive policy pivot from multiple major central banks to address an inflationary environment that was much more persistent than hoped or expected.
In Credit Weekly Snapshot – December 2022
Our fixed income team provide their weekly snapshot of market events.
No more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
Bullish on bonds in 2023
The next 12 months are poised to be a comeback year for fixed income, says Gene Tannuzzo, with a focus on quality and credit selection critical to achieving the desired outcomes
