Weekly Bond Bulletin: EMs easing into the summer
Emerging market (EM) central banks are following their developed market peers with easier monetary policy. What are the implications for EM debt?
Search Result
Results for:
Refine by:
Format
Audience
Topic
Asset Class
Date
People
Weekly Bond Bulletin: Searching for value in emerging markets
A relatively benign G20 summit and expectations for easier financial conditions ahead have boosted demand for emerging market debt. However, areas of value can still be found.
Weekly Bond Bulletin: Easing back
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?
Guide to the Markets – Europe - 4Q 2019
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Weekly Bond Bulletin: An ounce of prevention?
Another week of dovish central bank rhetoric suggests that rate cuts are a near certainty in the US and Europe. Will easier monetary policy fulfil its objective of preventing recession, and what will be the implications for currency markets?
Weekly Bond Bulletin: Time to reopen the ECB toolbox?
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
Weekly Bond Bulletin: The story so far
As we hold our latest Investment Quarterly meeting, we take a look at how 2019 has played out so far. Dovish central bank policy has propelled markets to strong returns, but trade remains a key risk.
Weekly Bond Bulletin: Forecasting the Fed
With Mexico the latest target of Washington’s tariff tactics, trade tensions are clearly escalating, not subsiding. Could this be the final straw to push the Federal Reserve to cut rates?
Weekly Bond Bulletin: Unpopular populism
The rise in support for populist parties in the European elections has done nothing for the popularity of European risk assets. Should investors ditch Europe, or does this represent a buying opportunity?
Weekly Bond Bulletin: Will rate cuts follow the sun?
The Reserve Bank of New Zealand has led the way with its recent interest rate cut. As we head towards the end of the cycle, other developed market central banks could be expected to follow.