Weekly Market Update – Murky...
Significant headwinds from tighter monetary and fiscal policy are starting to slow growth in the eurozone. However, the labour market…
18/05/23
Fixed income
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Article
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White paper
Fixed income outlook - Eurozone...
We believe the European banking sector is fundamentally sound. Tighter regulation of banks than in the US suggests to us…
15/05/23
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Article
Understanding China’s local government debt...
Recent media reports on China’s debt-ridden Guizhou province pleading for Beijing to bail it out [1] have raised market concerns…
09/05/23
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White paper
Fixed income outlook – A...
The stress in the US banking sector poses a dilemma for the US Federal Reserve. Core inflation remains high and…
08/05/23
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Podcast
Talking Heads – Capturing normalised...
Now that central banks have boosted official interest rates at an unprecedented pace, the investment environment for bonds has changed…
24/04/23
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Article
Rising tides – The impact...
With sea levels continuing to rise, coastal flooding is already a considerable – and growing – economic threat to low-lying…
21/04/23