Credit markets have enjoyed a strong march upwards, supported by robust technicals and a broadly positive fundamental backdrop. With issuance set to pick up, could now be the time to take some chips off the table?
With the European Central Bank (ECB) set to resume quantitative easing, can European high yield spreads return to their lows of the last time around?
Emerging market (EM) central banks are following their developed market peers with easier monetary policy. What are the implications for EM debt?
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?
Trade rhetoric is dominating news flow, weighing on risk assets. What could be the implications for US growth and inflation, and how is the outlook reflected in valuations?
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?
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.
Mounting political tensions in Europe have been negative for risk assets in October, particularly equities. European credit has so far escaped relatively unscathed, but how long can this resilience persist?
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?