Search results for 'credit'

Search results 101-110 of 150
What to look for in a special situations deal
How to identify potential deals in special situations and distressed debt markets.
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Emerging markets are undergoing the biggest reshuffle in two decades
Polina Kurdyavko, discusses the risks and opportunities for emerging market debt for the rest of 2023.
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Scraping the bottom of the barrel
We are less than certain that seasonal cheer alone will be able to sustain much more of a run-up in asset prices over the next couple of weeks.
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Diversification is making a comeback: time to buy convertible bonds
Markets are transitioning to a landscape where diversification will be a key focus. Convertible bonds are one of the asset classes that should benefit
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Gilt yields speed past ‘Nutbush City Limits’
We’re humming iconic rock anthems while we play the waiting game….
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A spritely economy and geriatric politicians
With equities buoyant and bitcoin rampant, our conversations with policymakers have focussed on the theme of US growth exceptionalism.
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A hurting world
With volatility increasing against a backdrop of elevated macro and geopolitical uncertainty, we think it makes sense to proceed with caution.
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Here comes Santa Claus, right down Santa Claus Lane….
The past week always felt like it had the potential to be a catalyst for some substantial market movements and this has certainly been the case.
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Christmas flip-flops and market fashion thoughts for 2024
As we head towards Christmas and the New Year, CIO Mark Dowding evaluates 2023 and contemplates the year ahead.
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The world's getting hotter, but at least inflation is starting to get cooler
Amidst the enthusiasm for inflation trending back towards target, it’s appropriate to question the extent to which such moves will prove sustainable.
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