Search results for 'credit'

Search results 121-130 of 151
Navigating the compelling opportunity set in emerging markets
Emerging market expert Anthony Kettle, identifies the current opportunities in emerging markets. But as always, there are headwinds out there.
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Going global in investment grade
Active management is the best way to capture a global opportunity set, and with rates at current levels, the time is right to invest in global bonds.
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Q&A: Bonds are for the bold?
Bond yields have continued to rise in recent months, but the time to buy has arrived, argues Kaspar Hense.
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Market enthusiasm for lower rates risk getting over its skis
We’ve seen some substantial market movements in the last few months, and as such, we do not see volatility dropping much into the end of the year.
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Tokyo Drift - not quite Fast and Furious
As expected, the Fed raised rates this week another 0.25%. It waits to be seen if past rate hikes have cooled the economy enough to satisfy the FOMC.
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BoJ bodge
A tightening bias remains in place and we continue to think that it will be premature to look for policy to ease before the second half of 2024.
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Party like it's 1989?
Volatile political situations in the US and Europe continue to trouble investors, while policymakers continue to deal with the fallout from past QE.
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Central bankers feed the greed
With Powell sounding like he wants to be the market's friend, investor psychology continues to move ever more assertively into ‘greed’ territory.
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An invidious market
The hype around AI risks creating a bubble in the price of such stocks, as we have seen many times in the past when disruptive technologies emerge.
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It’s spring, but there’s more talk of hate than love currently filling the air
Q1 strength in risk assets was led by robust economic activity data and earnings, and our position approaching the start of a monetary easing cycle.
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