A possible change in Chinese currency policy?
Do high yield bonds and leveraged loans still have room to run?
With data coming in much stronger in the US than in the rest of the developed markets, does recent spread widening for US high yield present an entry point?
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?
The rise in support for populist parties in the European elections has done nothing for the popularity of European risk assets. Should investors ditch Europe, or does this represent a buying opportunity?
Weakness in the global economy has been almost entirely driven by the manufacturing sector. With recent data showing tentative signs of a recovery, what could be the implications for bond markets?
Global - Currency Thoughts - PDF
2018 has been a challenging year for market returns across the board. What has driven the uncertainty, and will volatility persist in 2019?