In Credit Weekly Snapshot – 17 February 2025
EMEA Investment grade examined – H1 2025
As inflation cooled, central banks transitioned from rate rises to a rate cutting cycle, monetary policies loosened and growth gradually slowed. Where do we see things going from here?
Fixed income outlook update: the market comes out swinging
The year started with some sharp moves in fixed income, with developments in terms of inflation trends and labour market conditions. Should investors reposition given these shifts?
In Credit Weekly Snapshot – January 2025
Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – 27 January 2025
FX reserves and the 10-10-10 proposition
Over the next 10 years the US dollar will likely surrender another 10% share of global foreign exchange reserves – but there will be no single beneficiary, with 10 different currencies all growing their allocations.
In Credit Weekly Snapshot – 20 January 2025
2025 CEO outlook: Is the US market too good to be true?
As the US prepares for a political changing of the guard, our CEO shares his thoughts on where he sees markets opportunities and the potential risks for investors in 2025.
In Credit Weekly Snapshot – 13 January 2025
Alpha, an active approach and fundamental research – how we invest in credit
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