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Podcast

Portfolio perspectives

Talking heads – Opportunity knocks...

Senior secured corporate loans are debt instruments similar to high-yield bonds in that they are rated below investment-grade (Ba1/BB+). They…

By Vanessa Ritter & other authors

12/09/22
Podcast

Portfolio perspectives

Talking heads - A grim...

The summer has seen a sharp deterioration in prospects for the the euro area economy. The cost of living crisis…

06/09/22
White paper

Portfolio perspectives

Structural inflation? Our tip: invest...

Global inflation dynamics are undergoing a structural adjustment, leaving central banks with a prolonged struggle to bring inflation down to…

By Cedric Scholtes

30/08/22
Podcast

Portfolio perspectives

Talking heads - The shock-absorbing...

As a broad asset class underlying the full spectrum of economic activity and a non-cyclical slant, infrastructure debt has attributes…

By Stephanie PASSET & other authors

29/08/22
Article

Portfolio perspectives

US housing market to come...

While recent monetary policy tightening in the US to counteract high inflation will likely take some heat out of the…

By John Carey

26/08/22
Podcast

Portfolio perspectives

Talking heads – For a...

Base effects, lower (or less high) energy and raw materials prices and a broad economic slowdown later in the year…

By Arnaud-Guilhem Lamy & other authors

24/08/22