Fixed Income: Coronavirus market volatility – performance update
Our Fixed Income team look at how their markets have reacted to the developing Covid-19 situation, and what the impact on portfolios might be.
Recession risks: Coronavirus + oil shock + what else?
To begin with, supply was the concern, but now demand is at risk. What is without doubt is that recession risks are elevated.Recession
Even lower for possibly longer
In a rare inter-meeting policy move on 3 March, the Federal Reserve Board Open Market Committee (FOMC) announced a 50 basis point rate cut in the Federal funds rate in an effort to mitigate the economic and market impacts of the novel coronavirus.
Previously unthinkable
Our fixed income team provide their weekly snapshot of market events.
High Yield: Coronavirus market volatility – performance update
Our High Yield team look at how their markets have reacted to the developing Covid-19 situation, and what the impact on portfolios might be.
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.
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.
Why investing with “purpose” makes sense
Environmental sustainability is beginning to affect a company’s brand and competitive edge.
