Sovereign carbon footprints – An...
Discussions at last year’s Climate Week and Climate Ambition Summit saw increased scrutiny of the carbon footprints of sovereign bond…
10/04/24
Fixed income
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Article
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White paper
Allocation for fixed income portfolios
The economic indicators recently released appeared to fully support the scenario of a soft landing, with still solid growth and…
20/03/24
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Article
It's time to increase interest...
In this article In our view, the latest economic indicators fully support the scenario of a soft landing for the…
18/03/24
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White paper
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
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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
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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