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
Fixed income
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Podcast
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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
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Podcast
Talking Heads – Finding the...
The last three years have seen considerable market volatility caused by factors including the Covid pandemic, government subsidies, supply chain…
29/01/24
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Article
Fixed Income Quarterly – Crosscurrents...
For 2024, we foresee several crosscurrents that could influence the outlook for US growth and inflation. Before we discuss those,…
23/01/24
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Podcast
Talking Heads – The newly...
The outlook for traditional 60-40 portfolios has improved now that bonds have reasserted their value as an investment asset following…
22/01/24
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Podcast
Talking Heads – Household loans,...
The start of 2024 sees an economic environment where growth in developed economies is slowing as restrictive monetary policy makes…
10/01/24