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mei 2024
Schuldpapier Opkomende Markten
Schuldpapier Opkomende Markten
Fixed income

Catherine Joint

EM Corporate Research Analyst

Ukrainian corporates are making a comeback – but is it temporary?

Businesses are taking differing approaches to managing their debt, and as we approach the point where paused repayments will resume, markets are looking at the ability of companies to uphold them.
Meer informatie
Read time - 3 min
mei 2024
Schuldpapier Opkomende Markten
Fixed income

Catherine Joint

EM Corporate Research Analyst

Ukrainian corporates are making a comeback – but is it temporary?

Businesses are taking differing approaches to managing their debt, and as we approach the point where paused repayments will resume, markets are looking at the ability of companies to uphold them.
Meer informatie
Read time - 3 min

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17 mei 2024
Schuldpapier Opkomende Markten
Fixed income

Catherine Joint

EM Corporate Research Analyst

Ukrainian corporates are making a comeback – but is it temporary?

Businesses are taking differing approaches to managing their debt, and as we approach the point where paused repayments will resume, markets are looking at the ability of companies to uphold them.
Meer informatie
Read time - 3 min
16 mei 2024
Aandelen
Equity

Paul Doyle

Head of Europe ex-UK Equities

Positives for Europe, but the Middle East could be a headache

Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
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Read time - 1 min
14 mei 2024
High yield
Fixed income

In Credit Weekly Snapshot – May 2024

Our fixed income team provide their weekly snapshot of market events.
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Read time - 5 min
13 mei 2024
Multi-Asset
Multi-Asset

Steven Bell

Chief Economist, EMEA

Rate cuts to start in June

In Europe, a June cut is likely – but what about the UK and US?.
Meer informatie
Watch time - 6 min
13 mei 2024
Global investment solutions
Global investment solutions

Simon Bentley

Managing Director, Head of UK Solutions Client Portfolio Management

New regulations for sterling denominated LDI funds

What are the new rules and what do they mean for LDI investors?
Meer informatie
Read time - 6 min
10 mei 2024
Multi-Asset
Multi-Asset

Jitzes Noorman

Delegated CIO & Investment Strategist

Macro, markten & ESG update mei 2024

De PMIs voor de grote economieën duiden op groei. Wel is t.a.v. de Amerikaanse economie recent sprake van enig verlies aan momentum.
Meer informatie
Leestijd - 2 min
9 mei 2024
High yield
Fixed income

Tom Southon

Senior Analyst, High Yield

Aggressive liability management activity pushes defaults higher

Higher default rate in European High Yield driven by a growing trend of aggressive liability management activity among over-levered issuers, increasing the risk of balance sheet restructuring events.
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Read time - 3 min
9 mei 2024
Vastrentende waarden
Fixed income

Irish banks: a classic turnaround tale... and opportunity

The sector has gone from being one of the riskiest in Europe to among the safest – an excellent example of the situations we look for, and that our deep research and bottom-up approach allows us to benefit from.
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Read time - 3 min
7 mei 2024
Multi-Asset
Multi-Asset

Steven Bell

Chief Economist, EMEA

Interest rate cuts back on the agenda

Pessimism about the prospects for US interest rates cuts has been growing steadily as 2024 has developed. But there was a big change last Friday.
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Watch time - 6 min
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