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23 Setembro 2021
Rendimento fixo
Fixed income
Credit Threads #2: Consumer balance sheets
Credit Threads #2: Consumer balance sheets
In this episode of Credit Threads, we discuss the outlook for consumers and the ways bond investors can find opportunities in consumer debt.
Listen time - 24 min
20 Setembro 2021
Ações
Climate change to bear upon banks’ financial performance
Climate change to bear upon banks’ financial performance
For investors evaluating financial institutions, the climate crisis will soon become a key consideration. Our research shows there is already a wide dispersion between the sector leaders and laggards.
Read time - 5 min
20 Setembro 2021
Ações
Walking the delicate path to normalisation
Walking the delicate path to normalisation
In spite of summer jitters in financial markets, we expect governments will cautiously normalise monetary policy and global growth will remain robust. We believe there is further upside for equities, especially in cyclical sectors poised to gain from economic reopening.
Read time - 5 min
20 Setembro 2021
Crédito com grau de investimento
Fixed income
In Credit Weekly Snapshot – September 2021
In Credit Weekly Snapshot – September 2021
Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
17 Setembro 2021
Ações do Japão
Topix hits 30-year high as PM Suga announces resignation
Topix hits 30-year high as PM Suga announces resignation
Daisuke Nomoto examines the events that have seen Yoshihide Suga resign as PM, looks at the potential candidates to replace him, and the implications of each for the market.
Read time - 3 min
16 Setembro 2021
Ações Mundiais
Global equities
Cats, rivers & regulation: the lowdown on Chinese equities
Cats, rivers & regulation: the lowdown on Chinese equities
Natasha Ebtehadj looks at the country from an equity investment perspective following a for-profit ban in education companies and increased regulation around its tech giants.
Read time - 3 min
14 Setembro 2021
Ações
Second-hand clothing to overtake fast fashion
Second-hand clothing to overtake fast fashion
The re-use and second-hand clothes market is projected to double over the next five years to $77 billion and could be twice the size of fast fashion by 2030.
Read time - 3 min
25 Agosto 2021
Crédito com grau de investimento
Fixed income
In Credit Weekly Snapshot – August 2021
In Credit Weekly Snapshot – August 2021
Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
6 Agosto 2021
Ações
Equities
Covid-19 index: when might life return to ‘normal’? – August 2021
Covid-19 index: when might life return to ‘normal’? – August 2021
As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as well as other measures of “normality” such as entertainment and leisure, high street shopping, and schools reopening. The result is an index that measures progress toward a post-pandemic world.
Read time - 3 min
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