Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
Insights
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The grind tighter in credit spreads has continued unabated. How can investors navigate this environment as uncertainties remain?
How a strategy of fiscal stimulus and regulatory easing can help to transform competitiveness for industries across Europe?
With the Fed not certain how to navigate the potential impact of tariffs, we discuss how investors might be inviting undue risk within bond portfolios.
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. How can CLO investors navigate this environment?
Can the EU's securitisation reforms stimulate growth in the economy, while still safeguarding financial stability?
Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
Oil prices surged on supply fears in the wake of Israel’s attack on Iran, but the long-term outlook will be shaped by Iran’s response, as well as OPEC.
How Israel’s latest attack on Iran is impacting markets and the implications for risk assets.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
An update on the three macro drivers we believe will shape markets in the second half of 2025.