Search results for 'credit'

Search results 111-120 of 150
Future for UK housing could be ‘intents’
Volatility has clearly returned to the UK, with rates steadily de-anchoring from other global bond markets.
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Stronger than titanium
We do not place much store in anyone’s ability to accurately call the trajectory of growth and inflation through the next 6-12 months.
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Running hot
We continue to challenge a narrative that monetary policy travels up the stairs but down the elevator.
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The greatest party that never happened?
Policy is in a data-dependent mode, and there remains sufficient uncertainty with respect to the growth as well as the inflation narrative.
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Emerging markets debt
A multi-layered approach for a broad & evolving asset class.
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The fundamental resilience of banks
Investment grade specialist Marc Stacey, reinforces that markets should be encouraged by the strength of the banking sector's underlying fundamentals.
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Water, water everywhere
Utilities with private equity owners show emerging vulnerabilities as high-interest rates bite, says Robert Lambert.
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What can bond yields tell us about future returns?
Although spreads remain near historical averages, all-in yields today offer the most compelling starting point in 15 years for fixed income investors.
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Focusing on fundamentals: global equities in 2024
We see positive signs that the spotlight in 2024 will come back onto company fundamentals, the ultimate driver of long-term shareholder returns.
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EM local currency debt: the case for broadening the investment universe
When investing in EM local currency opportunities, the limitations of traditional ‘beta’ measures can hinder the ability to generate positive returns.
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