Latest Insights
In this blog, we discuss the fiscal package for 2025 against rising AI (artificial intelligence) and accelerated tariffs and assess the corresponding economic impact.
The situation around the consumer continues to be complex, with K-shaped outcomes persisting, necessitating rigorous and disciplined security selection in consumer credit investments.
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
Potential reform of the government-sponsored enterprises (GSEs) could have significant implications for investors, taxpayers, and the broader housing market.
In this blog, we discuss our GDP forecast for 2025 and China’s policy responses to trade war 2.0.
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
Emerging market companies adapt to thrive
Emerging Markets Debt under Trump 2.0
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
What does the Fed's pivot mean for the ECB and BoE? Labour market differences will be the key driver.
Next week, the BRICS nations are meeting to further discuss how to reduce their reliance on the US dollar. What are the potential implications for the global currency landscape?
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
In this blog, we highlight some recent developments regarding China's macro and policy arrangement, and provide investment implications.
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
CLOs offer an attractive and scalable opportunity to gain exposure to highly-rated floating-rate assets with attractive spreads.
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
We believe any US dollar rally in a global recession will be short, shallow or may not even take place at all…learn why.
Corporate credit ratings, produced by rating agencies, can be a rich source of information for constructing and managing corporate bond portfolios.
search-results
