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?
Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?
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.
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?
Global - Currency Thoughts - PDF
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Yield in Europe is increasingly hard to come by, but with the European Central Bank (ECB) expected to ease monetary policy, should investors maintain their fixed income positioning?
A new trade announcement from the Trump administration has comprehensively overshadowed the Federal Reserve’s first rate cut since the financial crisis. What impact will the most recent round of tariffs have on the economy and on markets?