Search results for 'uncertainty'

Search results 31-10 of 10
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.
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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.
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High yield markets: staying focused in an ever-changing world
We discuss our views on key themes, pressure points in global high yield markets, and the outlook for the rest of the year.
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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.
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Securitised credit: an alternative source of income
Our securitised credit team highlights the opportunities for investors looking to diversify away from traditional assets.
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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.
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A 'cold' moment for Trump
The Trump administration is in an ebullient mood, on a sense that it is showing signs of winning the trade war it started in a global economy.
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Polina’s Perspective: a pimple soup experience in China
The menu of investment opportunities in China needs close evaluation and a longer-term horizon but with careful selection, appetites can be satisfied.
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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.
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Treading on eggshells
Markets rallied this week on hopes for a US-Iran exit, whilst core rates shifted from inflation fears to growth concerns.
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