Long-Term Asset Allocation – The...
We expect the economy to ‘normalise’ over the coming years and revert to a situation of under-consumption and under-investment, pushing…
12/03/24
Fixed income
-
White paper
-
Podcast
Talking Heads – Consider the...
Investors with a penchant for yield and income should consider US investment-grade bonds, an asset class that stands to benefit…
19/02/24
-
Article
Fixed Income Quarterly – Emerging...
Emerging market (EM) sovereign and corporate bonds saw a broad-based rally in the final months of 2023 as investors became…
14/02/24
-
Article
Fixed Income Quarterly – Corporate...
We expect global corporate bonds to be supported in 2024 by a soft landing in the major developed economies and…
07/02/24
-
Podcast
Talking Heads – It is...
Building on a solid performance in 2023, European high-yield bonds stand to do well in 2024 given favourable macroeconomic and…
05/02/24
-
Article
Fixed Income Quarterly – Eurozone:...
Consumer and business confidence appear to be taking a turn for the better in the eurozone as inflation falls and…
30/01/24