China: the growth question
2024 Outlook
Innovators: a catalyst in the making
2024 Outlook
Natural capital: the call of the wild
2024 Outlook
Artificial Intelligence: it’s all in the algorithm
2024 Outlook
Renewables: winds of change
2024 Outlook
Global Emerging Markets Equity: Outlook 2024
Well positioned for a rebound in EM growth stocks
Equities rally as sentiment brightens
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 […]
Not your average credit cycle
Three things we learned: Issuers are preparing for a new normal. Nothing’s written in stone but higher for longer has already profoundly affected credit market fundamentals. Dispersion could be a central theme of 2024. Short-term money markets have not witnessed significant outflows… yet. Expectations are for asset growth to continue into 2024 but will be driven by institutional […]
Emerging markets: Where do we go from here?
Fast reading: China is fast becoming a dominant theme in risk markets If the situation worsens further, a sizable flight to safety trades is likely Other markets, large and smaller, can offer attractive alternatives Download As fixed income markets evolve through the economic cycle, so too does our thinking. For a view on how the […]
