Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
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?
Our thoughts, based on our professional judgement, on IFRS 9 and other related issues, with the expectation that clients would provide definitive clarity on their individual policies and investment guidelines regarding a number of IFRS 9 aspects.
As investor demand fuels fundraising and intensifies the competition to put capital to work, we advocate partnering with an investment manager that has experience, prudence and skill, and has achieved returns over multiple cycles.
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.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Recent data releases tentatively point to a recovery in the manufacturing sectors of the major economies.
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
Incorporating Environmental, Social & Governance