Fixed Income Outlook Be selective on emerging market debt
Given the recent strong performance for emerging market bonds, we have tempered our optimism about the potential for further spread…
29/04/24
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Insights 1776
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Article
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Article
Weekly Market Update One step back
Equities managed to regain ground last week thanks to solid results from large US tech companies. Stabilising bond yields, particularly…
29/04/24
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Article
IT A major greenhouse gas emitter hiding in plain sight
Many activities have a clear impact on climate, but for some, this is more obvious than for others. What, for…
25/04/24
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Article
Fixed Income Outlook Corporate bonds still a bright spot
We expect corporate bonds to deliver positive returns in the coming quarters, primarily due to the attractive yields. With money…
24/04/24
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Graph
Graph of the Week Chinas power use contradicts gloom over growth
Market concerns that China’s economy is much weaker than indicated by a robust first-quarter growth rate of 5.3% have contributed…
24/04/24
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Podcast
Talking Heads Getting Asia on board on climate and nature goals
With Asia accounting for half of global greenhouse gas emissions and coal responsible for almost 60% of power generation in…
23/04/24
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Article
Weekly Market Update Could a global manufacturing recovery delay interest rate cuts?
Financial markets are reassessing the outlook for US interest rates not only because of stronger-than-expected US growth and inflation, but…
22/04/24
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Article
Fixed Income Outlook Not as planned
Another higher-than-expected US inflation number means the US Federal Reserve should be in no rush to cut rates before price…
22/04/24
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Article
Graph of the Week US inflation stands in the way of Fed rate cuts
US inflation (as measured by the consumer price index) had been running at 3.2% in the second half of 2023.…
18/04/24
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Video
Asset Allocation Video Goldilocks has left the building
Markets have experienced another big swing in sentiment, shifting towards a more reasonable scenario when it comes to their expectations…
18/04/24