2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
Soft landing supports bond performance – but will it last?
In Credit Weekly Snapshot – October 2024
Our fixed income team provide their weekly snapshot of market events.
Economic nationalism will present a constant challenge for investors
A decade ago there was little sight of the seismic changes that have since occurred; similarly, events that might be impossible to imagine today will undoubtedly jolt financial markets in coming years.
Media in search of its Jerry Maguire moment… ‘Show me the money!’
Streaming services are still adding subscribers, albeit at a slowing rate, but now the focus is turning towards their ability to stem earnings losses.
No Autumn chills for Global Investment Grade Corporate fundamentals
IG valuations remain tight, and the market remains focused on whether this is justified by fundamentals. Our bottom-up company analysis shows profitability remains strong and leverage modest.
European utilities: prepared for the spending storm
Despite huge growth in demand, costs squeezes and supply constraints around raw materials and capacity are limiting expected returns in renewables development.
Slow-speed crash? Problems for the European auto sector pile up
Healthy cash balances built up over the past three years will be tested as firms attempt to weather the four-pronged oncoming storm of labour relations, EV uptake, emissions regulations and China.
In Credit Weekly Snapshot – September 2024
Our fixed income team provide their weekly snapshot of market events.
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 – August 2024
Our fixed income team provide their weekly snapshot of market events.
