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Economic Outlook: Japanification

More Insights

When coupons are king: the case for global high-yield credit
The market rout means that high yield is currently trading at attractive valuations
ESG matters – now more than ever
Why ESG integration and stewardship matter even more in times of crisis
Weekly Credit Insight
The ‘must pay’ nature of credit coupons has helped the asset class deliver attractive risk-adjusted returns
Sharpe Thinking
As we enter the first week of April, we reach a milestone of sorts.
Coronavirus: the long-term impacts on emerging markets
What might be the enduring impacts of the coronavirus pandemic on emerging-markets businesses?
Viral volatility: how Covid-19 is infecting sentiment
What does the latest reading of our complacency indicator show?