This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
This bulletin discusses the implications of negative interest rate policy
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Lending, borrowing and investing in a negative rate world
Concerns remain heightened around both the spread and the economic repercussions of the COVID-19 virus. We assess the gamechangers to the situation over the past week, and what it would take to stabilise markets.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Two things we said we needed – fiscal stimulus from the US government and corporate bond purchases by the Federal Reserve (Fed) – have now happened. Does that mean it ‘s time to start buying corporate bonds and, if so, how far down the quality spectrum?
In our latest Market Insights bulletin, Jordan Jackson, Market Analyst, discusses the latest jobs report and the impacts on the labor market.
Amid the recent heightened market volatility, high quality credit has benefited from the substantial rate rally. Will this relationship persist, or could high quality credit trade like a risk asset?
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.