Search results for 'uncertainty'

Search results 21-30 of 50
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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Muddy Waters
With plenty of data uncertainty for the time being, we don’t see merit in taking a strong directional view in markets.
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10 years of securitized credit outperformance
Strong fundamental performance should continue, with the higher rate environment and wider spreads creating a very compelling investment opportunity.
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Curve balls
We continue to operate in an environment of macro uncertainty, yet it feels that there is plenty still in play before 2023 is done.
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Private credit opportunities in emerging markets
We discuss how a selective approach to high quality EM private debt investments can enhance returns, while reducing risk and dampening volatility.
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Coronation (versus) chicken
The bunting is going up in the UK, but it’s a little more tense in Washington….
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High yield’s active advantage
Claudio Da Gama Rose, Global leveraged team, discusses the set of opportunities for active asset managers for high yield.
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EM Debt: a bright spot in stormy skies
Polina discusses the opportunities and risks in EM debt, how geopolitics could impact the asset class this year, and what’s top of mind for investors.
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Happy daze
Price action seems to be of a market happy to climb a ‘wall of worry’, even if market breadth has been very narrow on the move to the upside.
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Risk of a hangover from the 2023 year-end party bonanza
2024 looks set to be significant in terms of politics and elections globally, and we think the US economy will slow into the second half of the year.
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