- 10 February 2020
In this focus piece we take a closer look at the fundamental, technical and valuation characteristics of global credit markets and their potential [...]
In this focus piece we take a closer look at the fundamental, technical and valuation characteristics of global credit markets and their potential [...]
The US Federal Reserve (Fed) has signalled a number of rate cuts in the short term, and the European Central Bank (ECB) is indicating it will use e [...]
In this focus piece we are having a closer look at the fundamental, technical and valuation characteristics of global credit markets, their potenti [...]
The High Yield asset class introduces a number of positive characteristics to portfolios in a rising rate environment, namely low correlation to tr [...]
European banks remain one of our highest conviction sectors within credit as a number of developments in monetary policy, banking fundamentals and [...]
The early months of 2018 have been challenging for investors across asset classes. Stretched equity valuations exacerbated declines in global stock [...]
The US dollar, traditionally a safe haven currency during volatile times, has been trading near multi-year lows. We believe that there is further d [...]