Key issues for bond investors supported from research across fixed income sectors.
Market Bulletin Fed December 2018
Investors faced difficult conditions in Q3 with risk appetite alternating based on the dynamic interplay between trade, monetary policy and growth.
Central banks across the globe recalibrated their policy stance in the first week of May, making it clear that inflation is not the sole driver of their decisions. What does this suggest for the future direction of monetary policy?
Dovish central banks have the potential to extend the cycle—and therefore the positive environment for credit. Despite the strong performance year to date, we see opportunities for selective investors.
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
This quarterly publication from our Pension Solutions and Advisory Group provides UK pension funds with timely updates on market trends, funding levels and the latest industry and product developments.
Emerging market (EM) central banks are following their developed market peers with easier monetary policy. What are the implications for EM debt?
THE INVESTMENT OUTLOOK FOR 2019: MID-YEAR UPDATE
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?