US election 2020: what a Biden win might mean

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We look at the possible outcomes for taxes and different sectors from a Democratic victory.

Implications of the global debt explosion

Implications of the global debt explosion

Global debt was at an unprecedented level before Covid-19. With the subsequent policy response injecting liquidity into most parts of the world economy, the debt predicament is set for a worse path. We explore the implications for sovereigns, financials and corporates, particularly from the perspective of credit investors