Discover our fixed income LTCMA's. Expecting dovish central banks, we forecast lower equilibrium interest rates across all major G4 markets.
Core bond yields have pushed higher since the end of October. Is the move warranted by a shift in the fundamental picture, and where could we go from here?
Key issues for bond investors supported from research across fixed income sectors.
As an increasing number of high yield corporates run into trouble we question whether the rise in corporate distress is a signal for more caution, or if lower rated credits now look more attractive at improved valuations.
Valuations for high quality credit may seem slightly stretched in the context of outperformance so far this year, but with various catalysts ahead, we believe the asset class will remain in favour.
Emerging market debt is underpinned by a solid fundamental backdrop, but the local index is at all-time tights. A differentiated approach seems warranted.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Implications for insurance capital requirements
China's GDP is on the cusp of middle income status. Discover the implications for financial markets, and whether it’s a good time to invest in China.