In Credit Weekly Snapshot – February 2024
Our fixed income team provide their weekly snapshot of market events.
NYCB blues… could events at the bank hit smaller institutions?
Is the banking system still vulnerable to aftershocks as central banks continue quantitative tightening?
Investing for net zero in corporate bonds
Blending top-down objectives, bottom-up analysis, and active engagement for real-world change in investee companies, prioritising impact over exclusions.
India and Indonesia: assessing the impact of 2024 elections
Over the last decade, leaders in Indonesia and India have capitalised on their popularity and successfully enacted reform policies that have boosted long-term investment and exports.
CT UK Social Bond Fund impact report 2023 – education, learning and skills
Supporting wider participation in higher education with a focus on promoting social mobility.
In Credit Weekly Snapshot – January 2024
Our fixed income team provide their weekly snapshot of market events.
European high yield: refinancing risks looking more manageable
We continue to forecast moderate earnings growth for FY24 and see an overall healthy cash flow picture.
Mexico’s 2024 election outlook: Lessons from the Latin American region
Mexican voters head to the ballot box next June. We explore potential outcomes and broader political change in Latin America.
Three reasons to allocate to European High Yield
From an evolving market to historical performance via higher yields with modest default rates, here’s why you should consider European High Yield.
In Credit Weekly Snapshot – December 2023
Our fixed income team provide their weekly snapshot of market events.
