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?
The key political, macro and credit risks that insurers may want to address in 2019.
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?
European high yield has started the year in good spirits, supported by attractive valuations, robust credit quality and positive technicals. But with global growth momentum slowing, will the credit party continue?
Weakening global growth data points to end-of-cycle dynamics. However, a pause in US rate hikes could be beneficial for emerging markets.
After a difficult period for returns in 2018, we are watching five issues that could shape markets in another potentially volatile year.
2018 has been a challenging year for market returns across the board. What has driven the uncertainty, and will volatility persist in 2019?