Emerging market opportunities when trying to bridge the Gulf
The Middle East is too big a part of the emerging market bond investment universe to disregard
Fiscal Deterioration in Brazil and Colombia, Stability in Peru
Tensions between fiscal and monetary policy? Read the key takeaways from our recent trip to Latin America.
High yield default expectations in Europe buck the trend
Improving conditions across multiple themes are combining to boost optimism, from refinancing levels and gas prices to China reopening
What happens next for banks?
Our Global CIO and equity analysts look at the changes that may be coming for banks in the wake of recent events involving Silicon Valley Bank and Credit Suisse.
In Credit Weekly Snapshot – March 2023
Our fixed income team provide their weekly snapshot of market events.
Credit Suisse : Crisis throws up more questions than answers
Assessing UBS’s takeover of Credit Suisse and with wider ramifications for credit markets in the future.
Bond market breakdown: bumper start to year sees broader issuance
Year-to-date issuance is at $184 billion – which is 78% larger than 2018’s total issuance.
Ukraine: one year on but no end in sight
A year on from Russia’s invasion of Ukraine we are unfortunately no closer to seeing an end to the war than when the first bombs dropped on 24 February 2022.
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.
