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.
Euro high yield default outlook: benign but bifurcated
Higher-rated issuers have been able to term-out maturities and maintain healthy liquidity levels.
Huawei-SMIC in the limelight, but more friction ahead
Despite restrictions around access to advanced technology, Huawei’s new smartphone – powered by SMIC chips – sees it back at the fore of 5G enabled devices.
Social norms: the growing bond market that is increasingly delivering impact
The growth in the breadth and depth of the social bond market is impressive, but there’s still more to come.
In Credit Weekly Snapshot – September 2023
Our fixed income team provide their weekly snapshot of market events.
Implications of Zambia’s Sovereign Debt RestructuringÂ
A landmark deal for Zambia as agreement was reached on restructuring its $6.3bn debt. We explore what it means for other defaulters
Navigating China’s property sector: growth, turmoil and outlook
The future of China’s real estate market remains uncertain, depending on economic factors, policy interventions and market sentiment