European high yield: refinancing risks looking more manageable
We continue to forecast moderate earnings growth for FY24 and see an overall healthy cash flow picture.
Mexico’s 2024 election outlook: Lessons from the Latin American region
Mexican voters head to the ballot box next June. We explore potential outcomes and broader political change in Latin America.
Three reasons to allocate to European High Yield
From an evolving market to historical performance via higher yields with modest default rates, here’s why you should consider European High Yield.
In Credit Weekly Snapshot – December 2023
Our fixed income team provide their weekly snapshot of market events.
The right locations
Looking for pockets of value in European real estate credits. We explain why select BBB- rated bonds look attractive and highlight datacentres and German residential as favoured subsectors.
In Credit Weekly Snapshot – November 2023
Our fixed income team provide their weekly snapshot of market events.
The peak in rate hikes is an inflection point for bonds
You don’t have to be bearish on the economy to be optimistic on the bond market. Here’s why.
Balancing uncertainty and optimism
The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
Europese high yield outlook: geruststellend maar tweeledig
Tom Southon, geeft een prognose van het wanbetalingspercentage in het Europese high-yield-segment.
Zijn er tekenen van een gestreste consument?
Een ‘zachte landing’ komt keer op keer ter sprake en de loftrompet wordt volop gestoken over de vermeende veerkrachtige en goed gepositioneerde consument, maar de Amerikaanse consumptiesector begint haarscheurtjes te vertonen.