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Implications of the latest ECB rate hike on dispersion and positioning in European fixed income markets.
Political headlines can be noisy, but institutional strength remains one of the most important drivers of sovereign creditworthiness. From Hungary and Colombia to Romania and Indonesia, political d...
Charities and endowments face a delicate balancing act in seeking to preserve capital, generate reliable income, maintain sufficient liquidity for grants and ensure investments reflect mission and...
If a measure of the effectiveness of central bank communication is the market reaction to a decision to change key policy rates, then the European Central Bank (ECB) performs very well in this...
Yesterday, the European Central Bank (ECB) delivered a widely expected 25 basis point (bp) rate hike. becoming the first major central bank in developed markets to have raised rates in response to...
Brent crude prices have surged over 50%, year-on-year, in the second quarter of 2026. While this sharp increase has a range of implications for the European investment grade (IG) corporate landscap...
Positive and broad-based corporate earnings, AI capex and contained inflation support equity and fixed income markets.
Tariff rates will vary, but their persistence is certain.
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