Emerging market debt: the strong recovery continues
EMD report Q1 2024
Paradigm shift
market snapshot
Volatility persists amid global uncertainties
market snapshot
A sort-of Super Tuesday
market snapshot
Investors prep for June rate cuts
market snapshot
Corporate fundamentals: Opportunities and challenges within credit dispersion
Credit fundamentals continued to modestly weaken towards the end of 2023, with both leverage and interest coverage metrics trending towards long-term averages from the lows and highs respectively witnessed a year ago, as shown in Figures 1 and 2 below. Figure 1: Leverage increasing towards long-term averages Source: BofA, as at 31 December 2023. Figure […]
Where are the best opportunities at the short end of the curve?
Short Term Investments Committee
Wird 2024 das Jahr der Stockpicker?
Marktmomentaufnahme
Sustaining the momentum
market snapshot
Wahlen in UK und in den USA
Ausblick 2024
