In Credit Weekly Snapshot – June 2025
Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – May 2025
Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – April 2025
Our fixed income team provide their weekly snapshot of market events.
Tariffs and credit markets
In the US, the Trump administration’s imposition of tariffs on imports from trading partners across the world has seen markets plunge. Here is what we are thinking as a credit desk and how we are approaching portfolios.
In Credit Weekly Snapshot – March 2025
Our fixed income team provide their weekly snapshot of market events.
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.
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?
In Credit Weekly Snapshot – January 2025
Our fixed income team provide their weekly snapshot of market events.
FX reserves and the 10-10-10 proposition
Over the next 10 years the US dollar will likely surrender another 10% share of global foreign exchange reserves – but there will be no single beneficiary, with 10 different currencies all growing their allocations.
