Innovatoren: Ein Katalysator im Anmarsch
Ausblick 2024
Naturkapital: Der Ruf der Wildnis
Ausblick 2024
Künstliche Intelligenz: Es kommt auf den Algorithmus an
Ausblick 2024
Erneuerbare Energien: Im Wind der Veränderung
Ausblick 2024
All set for lift-off?
market snapshot
The overlooked appeal of short-dated euro corporate debt
A comparison between short-dated and longer-dated investment grade euro-denominated corporate debt suggests front-end investors receive a similar yield and spread, without any deterioration in the credit fundamentals, according to our analysis. While it remains imperative to always approach each issuer on a standalone basis, we believe, the short-dated euro corporate universe provides a particularly compelling […]
Global Emerging Markets Equity: Outlook 2024
Well positioned for a rebound in EM growth stocks
Equities rally as sentiment brightens
market snapshot
Markets bounce on waning inflation
market snapshot
Moment of truth
Fast reading: Corporate fundamentals have had a good run – but it may be time to be more cautious. Dispersion could be a key theme for 2024. Credit analysis will come to the fore as an expected economic slowdown winnows out winners from losers. The maturity wall: Not what you might expect. Refinancing should be […]
