Dismal data and downgrades continue
Our fixed income team provide their weekly snapshot of market events.
European high yield credit: strategy update
While European High Yield (EHY) credit market returns were significantly negative and spreads materially wider by the end of the first quarter, market valuations are now much more attractive than at the start of the year.
Oil prices down, credit downgrades up.
Our fixed income team provide their weekly snapshot of market events.
Bond investing in uncertain times
It is hard to ignore how times have changed. The deliberate actions to “flatten the curve” of COVID-19 can have a critical impact to manage the spread of the virus and the burden on the healthcare system. However, the more significant the response, the greater the economic impact in the short run.
Previously unthinkable
Our fixed income team provide their weekly snapshot of market events.
Asia Quarterly Bulletin – Winter 2020
In this issue we explore Asia’s exceptionally high-yielding bond markets, why the 21st century belongs to Asian investors and the Indian economy with problems piling up for Narendra Modi.
Asia’s exceptionally high-yielding bond markets
The region’s bonds stand out in a world of low and negative yields, but investors need to be picky.
Why the 21st century belongs to Asian investors
There is a huge shift in economic activity towards the east, all of which requires financing.
Ten European surprises for Asian investors
The continent hosts world-beating companies with competitive advantages which underpin robust growth and sustainable shareholder returns.
Asia’s exceptionally high-yielding bond markets
The region’s bonds stand out in a world of low and negative yields, but investors need to be picky.
