In Credit Weekly Snapshot – March 2025
Our fixed income team provide their weekly snapshot of market events.
Positioning for a potential Russia-Ukraine war ceasefire
We assess the potential opportunities and challenges investors might face if a peace deal can be reached.
Navigating market volatility amid US tariffs and policy uncertainty
Amid uncertainty in equities and credit markets, we remain focused on long-term investment fundamentals and building portfolios to weather the storm and deliver for clients.
Watch the US dollar and Treasury yields to understand the potential effects of tariffs
Move beyond the headline noise to assess the investment implications.
In Credit Weekly Snapshot – February 2025
Our fixed income team provide their weekly snapshot of market events.
Shared BRICS money: basket currency or basket case?
There has been speculation that a desire to avoid using the US dollar might encourage the BRICS nations to adopt a gold-backed currency. But there are several questions to ask about such a proposal.
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.
