Fixed Income Outlook Favourable conditions for emerging market debt
Emerging market bonds stand to benefit from a range of factors: we expect economic growth to remain resilient into 2025,…
04/11/24
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Insights 1776
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Article
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White paper
Artificial intelligence is everywhere
The capabilities of artificial intelligence are advancing with the investment focus expanding from computing power to include additional layers of…
01/11/24
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White paper
Aligning investments with the Paris Agreement Frameworks for a net zero pathway
Institutional investors are increasingly focusing on aligning portfolios with net zero emissions targets. Here, we present two strategies – the…
31/10/24
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Article
Fixed Income Outlook What's next for corporate bonds?
Global corporate bonds have done well so far this year despite spells of economic uncertainty and geopolitical volatility. While those…
29/10/24
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Article
Weekly Market Update US bond yields take the high road
US Treasury bond yields have risen significantly, reflecting both the continued resilience of the US economy and the prospect of…
29/10/24
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Podcast
Talking Heads What's in the mix for yields of US Treasuries?
Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that…
29/10/24
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Graph
Graph of the Week - Alors, French economy, a va?
What shape is the French economy in? Economic data suggests the second largest economy in the eurozone after Germany’s may…
25/10/24
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Article
Fixed Income Outlook What may come in the US and the eurozone
We see two key drivers for the US Treasury market over the coming weeks: the path of the US economy…
23/10/24
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Podcast
Talking Heads Systematic investing - Bigger, stronger, faster
Capturing drivers of stock performance via ‘factors’ such as value or low volatility and investing in them systematically continues to…
22/10/24
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Article
Weekly Market Update Cautious creatures at the Fed; doves at the ECB
Last month’s first-in-the-cycle US rate cut has not shifted the focus of investors and economists. On the contrary, every word…
22/10/24