The squeeze is on

Fast reading Corporates face the double whammy of a lacklustre economy and muted earnings. With yields likely to stay relatively high through 2024, corporates looking to refinance can also expect a higher cost of capital. This presents a challenging scenario, particularly for highly levered corporates which typically make up the CCC part of the market. […]
Markets soar on rate cut hopes

market snapshot
SDG Engagement Equity Q4 2023 case study

Silicon Labs
Are EM growth stocks set to rebound?

Fast reading Emerging market (EM) growth stocks have underperformed EM value by 23.8% from end-2020 to October 2023. EM value’s outperformance comes despite the fact that it carries almost twice the amount of leverage compared to EM growth1. In the face of rising costs of capital, there is a reduction in operating profits available for […]
Sustaining the momentum

market snapshot
A just transition

2024 Outlook
Higher for longer

2024 Outlook
China: the growth question

2024 Outlook
Innovators: a catalyst in the making

2024 Outlook
Natural capital: the call of the wild

2024 Outlook