Search results for 'uncertainty'

Search results 31-10 of 10
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.
Past the worst?
In period of relative market calm, we look at the long-term impact of the tariff tussle on inflation, growth and fixed income opportunities.
European bond markets: five musings from June
Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets for June.
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.
The last (paper) straw?
Despite noise from overseas and from many prominent figures in the US, it’s striking that Trump is enjoying a strong approval rating from voters.
A Roadrunner moment
Meetings in the White House reflected alarming complacency, while discussions with other analysts and advisors cited much greater downside risk.
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.
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.
European bond markets: five musings from April
Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets for April.
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.