AI hyperscalers are reshaping the IG credit market, creating attractive dislocations in fundamentally strong issuers – and an attractive entry point.
With average interest rates of 14.7% over the past four millennia, and 4.7% over the past 400 years, the real anomaly was the zero-rate period of the 2000s.
Although global growth expectations fell after the Iran conflict started, US growth expectations have crept up.
When intelligence becomes abundant, what remains scarce?
China's bond market appears remarkably strong, but the real story lies under the surface.
Central banks are back in focus as investors enter a busy run of September policy meetings. The European Central Bank meets this week, followed by the Bank of England, the US Federal Reserve and th...
The long, hot summer is over and this week has a distinctly ‘back to school’ feel about it, with holidays over, suitcases back in the loft, cooler weather and the dreaded new school uniform/shoes s...
Emerging markets are a rich hunting ground for active managers, but volatility is embedded in the asset class.
If this sounds like a broken record that is because it is – the Strait of Hormuz has dominated global headlines since the end of February with no resolution in sight, albeit with a brief fillip for...
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