Credit

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Economics

12JUN 2018

Why Argentina woes shouldn’t detract from positive emerging market debt story

The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?

2018

JANUARY

17JAN 2018

Economics

Corporate bonds: eight questions answered

We look at what corporate bonds are and the pros and cons of owning them in a balanced portfolio.

2017

DECEMBER

13DEC 2017

Economics

Outlook 2018: Global high yield

Solid credit fundamentals, a moderate uptick in global economic growth with limited inflationary pressure and a favourable supply-demand balance all point to another good year for high yield bonds.

11DEC 2017

Economics

Outlook 2018: Global corporate bonds

Global corporate bond valuations are elevated and insufficient to compensate for risk, but there will continue to be selective opportunities to take high conviction positions.

06DEC 2017

Economics

Outlook 2018: European corporate bonds

We expect episodes of volatility during 2018, which should provide opportunities to buy good corporate bonds relatively cheaply.

06DEC 2017

Economics

Outlook 2018: Asian bonds

Improving global growth and low inflation should be supportive forces for Asian bonds in 2018 but higher oil prices could be a headwind for the region.

OCTOBER

27OCT 2017

Economics

Where are the opportunities in high yield?

Several factors have combined to give strong impetus to emerging economies and markets, presenting a strong case for high yield credit.

06OCT 2017

Economics

We are still in a bull market… for complacency

In today’s complacent and expensive bond markets, an active and flexible approach is needed. We look at where the risks and opportunities lie.