The macro backdrop has not changed significantly in recent weeks—so what is driving the risk asset bounce?
Dovish language from the Federal Reserve (Fed) has buoyed risk assets—but investors will need to listen closely this year in case of further shifts.
While weaker headline earnings growth in future quarters could unsettle investors, many underlying factors suggest corporate health remains strong. What is the full story for investment grade credit?
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
China’s monetary and fiscal efforts to manoeuvre a soft landing and cope with pressure from increased trade tensions are beginning to pay off. What are the broader implications?
Does the recent sell-off for risk assets mean the end of the cycle is nigh, or is there value to be found for investors willing to buck the trend?
With macroeconomic fears dominating the airwaves, the Federal Reserve (the Fed) may need to prepare to take a less predictable course.
How will the Brexit negotiations conclude?
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?
US investment grade yields are at an eight-year high, after considerable moves higher year-to-date. With midterm election uncertainty in the rear view mirror, could now be an opportune time to add some exposure?