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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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Polina Kurdyavko
Jul 24, 2025

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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Claudio Da Gama Rose
Jul 23, 2025

Thinking the US can grow out of its debt burden is wishful thinking

We discuss how US economic underperformance would have severe implications on fiscal ratios and the trajectory of the country’s debt dynamics.

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Malin Rosengren
Jul 22, 2025

The decline of the US dollar…and why it’s positive for EM local markets

The dollar is likely to decline in the coming years, and EM local rates markets are strongly poised to benefit from this long-term structural shift.

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Gautam Kalani
Jul 18, 2025

Winning in the USA

The past week has seen plenty of introspection and hand wringing in the EU, with Trump having exposed the lack of power and leadership in the bloc.

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Mark Dowding
Aug 01, 2025

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