A just transition
2024 Outlook
Higher for longer
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China: the growth question
2024 Outlook
Innovators: a catalyst in the making
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Natural capital: the call of the wild
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Artificial Intelligence: it’s all in the algorithm
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Renewables: winds of change
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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 […]
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 […]
