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Market Monitor – 12 July 2024

12 July 2024
Global stock markets made further gains this week after weaker economic data in the United States raised the likelihood of an interest rates cut later in the summer.

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

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

In Credit Weekly Snapshot – July 2024

9 July 2024
Our fixed income team provide their weekly snapshot of market events.

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?
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The tabs are working. Please, note, that you have to add a template to the library in order to be able to display it inside the tabs.

Market Monitor – 12 July 2024

12 July 2024
Global stock markets made further gains this week after weaker economic data in the United States raised the likelihood of an interest rates cut later in the summer.

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

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

In Credit Weekly Snapshot – July 2024

9 July 2024
Our fixed income team provide their weekly snapshot of market events.

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?

Why we’ve said ‘auf Wiedersehen’ to Deutsche Bank

8 July 2024
The bank had a culture problem, but when it began to embark on a period of restructuring, we were interested. Here's how our fundamental research helps unearth investment opportunities.

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.

Market Monitor – 5 July 2024

5 July 2024
Global stock markets surged ahead this week as the prospect of an interest rate cut in the United States grows ever closer.

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

1 July 2024
A record year for elections – but what do they mean for markets?