Featured articles

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The rise in European restructurings

With an ever-changing macro backdrop, we look at stress and defaults in the European mid-market corporate space and what this means for investors.

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Adam Phillips
May 29, 2025

Unlocking the illiquidity premium in EMD

We discuss how – at a time of global uncertainty – EM private credit investors can benefit from enhanced yield and a compelling risk-reward balance.

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Mihai Florian
May 22, 2025

Romania - back on track after a high-stakes election

Romania risk assets have rebounded on an election win for pro-EU centrist Dan. We discuss what this means for the country’s economy and bond markets.

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Sheraz Hussain
May 20, 2025

The death of the dollar…and the rise of EM local

We make the case that emerging market local currencies and rates should benefit from the recent decline in the US dollar’s 15-year bull run.

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Gautam Kalani
May 09, 2025

TACO Trump is likely to fight back

At a time when market direction is less certain, it strikes us that curve trades offer a better potential reward than duration trades at this point.

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Mark Dowding
May 30, 2025

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