Search results for 'uncertainty'

Search results 21-10 of 10
Special situations: opportunity out of uncertainty
Special situations investing – why Europe’s mid-market is fertile hunting ground, and why our watchlist of opportunities is at a record high.
Inflation pressures?
Global bond yields rose this week amid building inflation pressures, whilst UK political uncertainty sent gilt yields to 30-year highs.
No hero for Net Zero
The US government shutdown continues and with air travel now affected, there are fears that the economic drag may start to escalate.
Shutdown blame game
The US government shutdown was a focus this week, while further protests in France have done little to help drive a political breakthrough.
Polina’s Perspective: Brazil 3-0 Scotland revisited – EM corporates deliver against all odds
Polina Kurdyavko, Head of BlueBay Emerging Markets, shares her thoughts following a recent EM corporate credit conference.
Special situations: a favourable backdrop for European event-driven credit
With the second half of the year well underway, we look at distressed activity over the summer and the ongoing market opportunity in the asset class.
Securitised credit: an alternative source of income
Our securitised credit team highlights the opportunities for investors looking to diversify away from traditional assets.
The Fed and the Fall
A notable development at this week’s FOMC meeting was dissent from new member, Stephen Miran, who advocated for a more aggressive 50bps cut.
On the political ropes?
The political spotlight on Trump has put him on the defensive, as his approval rating slides to a new low point during his second term in office.
Treading on eggshells
Markets rallied this week on hopes for a US-Iran exit, whilst core rates shifted from inflation fears to growth concerns.