In Credit Weekly Snapshot – December 2023
Our fixed income team provide their weekly snapshot of market events.
Argentina: New regime opens door for a better outcome
New President Javier Milei has vowed to tackle Argentina’s economic crisis. We assess the potential impacts of his radical policy proposals.
The right locations
Looking for pockets of value in European real estate credits. We explain why select BBB- rated bonds look attractive and highlight datacentres and German residential as favoured subsectors.
In Credit Weekly Snapshot – November 2023
Our fixed income team provide their weekly snapshot of market events.
The peak in rate hikes is an inflection point for bonds
You don’t have to be bearish on the economy to be optimistic on the bond market. Here’s why.
Balancing uncertainty and optimism
The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
In Credit Weekly Snapshot – October 2023
Our fixed income team provide their weekly snapshot of market events.
Euro high yield default outlook: benign but bifurcated
Higher-rated issuers have been able to term-out maturities and maintain healthy liquidity levels.
Huawei-SMIC in the limelight, but more friction ahead
Despite restrictions around access to advanced technology, Huawei’s new smartphone – powered by SMIC chips – sees it back at the fore of 5G enabled devices.
Are we on the brink of a stressed consumer?
For all the talk of a ‘soft landing’ or how buoyant and well-positioned the consumer is, we believe the recipe is there for a rapid broad deceleration of consumer spending.
