Balancing uncertainty and optimism

Modern footbridge

The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?

Euro high yield default outlook: benign but bifurcated

Car production line

Higher-rated issuers have been able to term-out maturities and maintain healthy liquidity levels.

Huawei-SMIC in the limelight, but more friction ahead

Woman using phone in crowded street

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.

Soziale Normen: Der wachsende Anleihenmarkt entfaltet seine positive Wirkung

Nurse chatting with older woman

Der Markt für soziale Anleihen hat einen langen Weg hinter sich und ist in den letzten fünf Jahren sowohl in der Breite als auch Tiefe erheblich gewachsen. Dennoch bleibt noch viel zu tun.

Social norms: the growing bond market that is increasingly delivering impact

Nurse chatting with older woman

The growth in the breadth and depth of the social bond market is impressive, but there’s still more to come.

Implications of Zambia’s Sovereign Debt Restructuring 

Waterfall

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

Cranes constructing skyscrapers

The future of China’s real estate market remains uncertain, depending on economic factors, policy interventions and market sentiment

Gilt-edged opportunities

City skyscrapers visible through clouds

UK government bonds are cheaper than US treasuries despite a slightly higher US base rate. What does this mean for investors?

The Asian Monetary Fund: Just talk or potential reality?

Chinese flag outside Embassy

In the current geopolitical environment, an AMF could give Asian countries a stronger voice in decision-making processes.

European high yield: impact from rising rates is so far relatively muted

Family playing on console

Credit metrics should remain healthy through 2024, even as revenues and earnings growth are likely to slow as the macro backdrop starts to bite.