With yields still low across much of the global bond market, the task of the fixed income investor today is to identify pockets where valuations are relatively attractive. European high yield looks like one such bright spot.
The first half of the year has thrown up unexpected challenges for fixed income investors, and returns have been poor. But with much of the bad news priced in, might the second half bring opportunities?
The key political, macro and credit risks that insurers may want to address in 2019.
The year started with global macro data and quantitative valuations moving in opposite directions. Can this trend continue, or will one side give way?
China’s monetary and fiscal efforts to manoeuvre a soft landing and cope with pressure from increased trade tensions are beginning to pay off. What are the broader implications?
Switzerland is well known around the world for its high prices, with a Big Mac or a Starbucks latte costing over USD 6 each. The Swiss National Bank (SNB) itself describes the Swiss franc as “highly valued”, but it is less clear to us that the currency is
While weaker headline earnings growth in future quarters could unsettle investors, many underlying factors suggest corporate health remains strong. What is the full story for investment grade credit?
Dovish language from the Federal Reserve (Fed) has buoyed risk assets—but investors will need to listen closely this year in case of further shifts.
The macro backdrop has not changed significantly in recent weeks—so what is driving the risk asset bounce?