Implications of Zambia’s Sovereign Debt Restructuring 

Waterfall

A landmark deal for Zambia as agreement was reached on restructuring its $6.3bn debt. We explore what it means for other defaulters

Navigating China’s property sector: growth, turmoil and outlook

Cranes constructing skyscrapers

The future of China’s real estate market remains uncertain, depending on economic factors, policy interventions and market sentiment

Gilt-edged opportunities

City skyscrapers visible through clouds

UK government bonds are cheaper than US treasuries despite a slightly higher US base rate. What does this mean for investors?

In Credit Weekly Snapshot – August 2023

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Our fixed income team provide their weekly snapshot of market events.

The Asian Monetary Fund: Just talk or potential reality?

Chinese flag outside Embassy

In the current geopolitical environment, an AMF could give Asian countries a stronger voice in decision-making processes.

European high yield: impact from rising rates is so far relatively muted

Family playing on console

Credit metrics should remain healthy through 2024, even as revenues and earnings growth are likely to slow as the macro backdrop starts to bite.

In Credit Weekly Snapshot – July 2023

Digital diagram

Our fixed income team provide their weekly snapshot of market events.

Pulling the plug on privatised water?

Water treatment equipment in green fields

The resignation of Thames Water’s chief executive triggered speculation about nationalisation of the company. We explain why we don’t think that’s likely.

A unique lens on banks and net zero

Shadow of plane over solar panels

How are financial institutions embracing the energy transition and managing climate change risks, and what are the opportunities presented by the decarbonisation process?

Through the windshield: rate hikes and borrowing costs for investment grade companies

Tractor in field

The impact of rate hikes and borrowing costs on investment grade companies