Turkey’s test – voting for an inflection point?
As the election looms, we ask if investors are overlooking Turkey’s potential as an investment destination.
UK banks, base rate, bad debts and borrowing … what does it all mean?
After a sustained period of quantitative easing, and with more deposits than loans, UK high street banks have huge liquidity
Emerging market opportunities when trying to bridge the Gulf
The Middle East is too big a part of the emerging market bond investment universe to disregard
Fiscal Deterioration in Brazil and Colombia, Stability in Peru
Tensions between fiscal and monetary policy? Read the key takeaways from our recent trip to Latin America.
High yield default expectations in Europe buck the trend
Improving conditions across multiple themes are combining to boost optimism, from refinancing levels and gas prices to China reopening
What happens next for banks?
Our Global CIO and equity analysts look at the changes that may be coming for banks in the wake of recent events involving Silicon Valley Bank and Credit Suisse.
Credit Suisse : Crisis throws up more questions than answers
Assessing UBS’s takeover of Credit Suisse and with wider ramifications for credit markets in the future.
China’s role in global trade and why it still matters
We look at the major role China continues to play in the global economy, the interdependence between the EU and China, and the potential flashpoints of which investors should be aware
Bond market breakdown: bumper start to year sees broader issuance
Year-to-date issuance is at $184 billion – which is 78% larger than 2018’s total issuance.
Ukraine: one year on but no end in sight
A year on from Russia’s invasion of Ukraine we are unfortunately no closer to seeing an end to the war than when the first bombs dropped on 24 February 2022.