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Basant Nanda
Basant Nanda
24 July 2024
Stewart Bennett
Stewart Bennett
24 July 2024
Leslie Walstrom
Leslie Walstrom
24 July 2024
William F. « Ted » Truscott
William F. « Ted » Truscott
24 July 2024
Basant Nanda
Basant Nanda
24 July 2024
Stewart Bennett
Stewart Bennett
24 July 2024
Leslie Walstrom
Leslie Walstrom
24 July 2024
William F. "Ted" Truscott
William F. "Ted" Truscott
24 July 2024
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How would markets fare under President Trump?
How would markets fare under President Trump?
22 July 2024
Financial markets will still see Donald Trump as the likely victor in the US presidential race, despite Joe Biden’s withdrawal. What might this mean for markets?
UK Real Estate: Talking points July 2024
UK Real Estate: Talking points July 2024
17 July 2024
Political stability, rebased pricing, falling inflation and the expectation of rate cutting are collectively expected to provide a more supportive environment for UK real estate.
On your bike - Shimano and cycling
On your bike - Shimano and cycling
16 July 2024
From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
Where to next for UK Interest rates?
Where to next for UK Interest rates?
15 July 2024
Market odds for the Bank of England to cut rates in August are better than 50:50. We are less optimistic.
Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?
Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?
11 July 2024
After inheriting a dire fiscal position how will Labour deliver economic growth? We take a closer look at their options and plans.
Dispelling the myths around emerging market debt
Dispelling the myths around emerging market debt
9 July 2024
Emerging markets today bear little resemblance to those rocked by financial crises in the 1980s and 1990s, with the asset class diversified across geography, investment grade, high yield, sovereigns and corporates
EMEA Investment grade outlook, H2 2024
EMEA Investment grade outlook, H2 2024
8 July 2024
Inflation is finally coming down, central banks are poised to cut rates, and credit spreads have withstood volatility in government bonds. So where do we see things going from here?
Investment grade: attractive yields with lower risk profile
Investment grade: attractive yields with lower risk profile
8 July 2024
The asset class is in a fundamentally good place, with the past few years seeing index yields rise to 5.5% – competing quite well with asset classes such as equities.
ESG Viewpoint: Nature Positive commitments: separating the green from greenwash
ESG Viewpoint: Nature Positive commitments: separating the green from greenwash
4 July 2024
We outline six attributes of a good Nature Positive commitment and assess how a range of companies are stacking up.
A tough fiscal reality awaits new government
A tough fiscal reality awaits new government
1 July 2024
A record year for elections – but what do they mean for markets?