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23 Julho 2024
Dívida dos mercados emergentes
Fixed income
In Credit - Weekly Snapshot
In Credit Weekly Snapshot – July 2024
In Credit Weekly Snapshot – July 2024
Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
22 Julho 2024
Múltiplos ativos
Multi-Asset
Chief Economist, EMEA
How would markets fare under President Trump?
How would markets fare under President Trump?
Financial markets will still see Donald Trump as the likely victor in the US presidential race, despite Joe Biden’s withdrawal. What might this mean for markets?
Watch time - 4 min
17 Julho 2024
Alternativos
Real Estate
Head of Research, Europe, Real Estate (EMEA)
UK Real Estate: Talking points July 2024
UK Real Estate: Talking points July 2024
Political stability, rebased pricing, falling inflation and the expectation of rate cutting are collectively expected to provide a more supportive environment for UK real estate.
Read time 2 min
16 Julho 2024
Ações mundiais
Responsible investment, Equity - Global
Portfolio Manager
On your bike - Shimano and cycling
On your bike - Shimano and cycling
From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
Read time - 3 min
15 Julho 2024
Múltiplos ativos
Multi-Asset
Chief Economist, EMEA
Where to next for UK Interest rates?
Where to next for UK Interest rates?
Market odds for the Bank of England to cut rates in August are better than 50:50. We are less optimistic.
Watch time - 4 min
11 Julho 2024
Múltiplos ativos
Multi-Asset
Chief Economist, EMEA
Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?
Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?
After inheriting a dire fiscal position how will Labour deliver economic growth? We take a closer look at their options and plans.
Read time - 4 min
9 Julho 2024
Rendimento Fixo
Fixed income
Client Portfolio Manager, Emerging Market Debt
Dispelling the myths around emerging market debt
Dispelling the myths around emerging market debt
Emerging markets today bear little resemblance to those rocked by financial crises in the 1980s and 1990s, with the asset class diversified across geography, investment grade, high yield, sovereigns and corporates
Read time - 3 min
8 Julho 2024
Rendimento Fixo
Fixed income
Portfolio Manager, Fixed income
Senior Credit Analyst, Investment Grade
EMEA Investment grade outlook, H2 2024
EMEA Investment grade outlook, H2 2024
Inflation is finally coming down, central banks are poised to cut rates, and credit spreads have withstood volatility in government bonds. So where do we see things going from here?
Read time - 1 min
8 Julho 2024
Rendimento Fixo
Fixed income
Senior Credit Analyst, Investment Grade
Why we’ve said ‘auf Wiedersehen’ to Deutsche Bank
Why we’ve said ‘auf Wiedersehen’ to Deutsche Bank
The bank had a culture problem, but when it began to embark on a period of restructuring, we were interested. Here's how our fundamental research helps unearth investment opportunities.
Read time - 3 min
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