NYCB blues… could events at the bank hit smaller institutions?
Is the banking system still vulnerable to aftershocks as central banks continue quantitative tightening?
India and Indonesia: assessing the impact of 2024 elections
Over the last decade, leaders in Indonesia and India have capitalised on their popularity and successfully enacted reform policies that have boosted long-term investment and exports.
European high yield: refinancing risks looking more manageable
We continue to forecast moderate earnings growth for FY24 and see an overall healthy cash flow picture.
Mexico’s 2024 election outlook: Lessons from the Latin American region
Mexican voters head to the ballot box next June. We explore potential outcomes and broader political change in Latin America.
Three reasons to allocate to European High Yield
From an evolving market to historical performance via higher yields with modest default rates, here’s why you should consider European High Yield.
Argentina: New regime opens door for a better outcome
New President Javier Milei has vowed to tackle Argentina’s economic crisis. We assess the potential impacts of his radical policy proposals.
The right locations
Looking for pockets of value in European real estate credits. We explain why select BBB- rated bonds look attractive and highlight datacentres and German residential as favoured subsectors.
The peak in rate hikes is an inflection point for bonds
You don’t have to be bearish on the economy to be optimistic on the bond market. Here’s why.
Euro high yield default outlook: benign but bifurcated
Higher-rated issuers have been able to term-out maturities and maintain healthy liquidity levels.
Huawei-SMIC in the limelight, but more friction ahead
Despite restrictions around access to advanced technology, Huawei’s new smartphone – powered by SMIC chips – sees it back at the fore of 5G enabled devices.