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.
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.
