Markets and economics

Pervasive gloom: just how bad is the US outlook?
Markets and economics

Pervasive gloom: just how bad is the US outlook?

Consumer confidence is falling and market jitters around recession risks have increased. But at...

By Tim Drayson

30 Jun 2022

3 min read

Italian debt: could risk premiums be returning to peripheral bonds?
Markets and economics

Italian debt: could risk premiums be returning to peripheral bonds?

During a testing period for non-core European credit, we explore if now heralds the return of...
By Corinne Lewis-ReynierMarc RoversSimon Bell
23 Jun 2022
4 min read
How is the market reacting to global rate hikes?
Markets and economics

How is the market reacting to global rate hikes?

Recent action by key central banks has come in more hawkish than anticipated. What does this mean...
By Christopher JefferyAlex MackBen Bennett
17 Jun 2022
4 min read
Investing amid aggressive central banks and fragile markets
Sonja Laud
Markets and economics

Investing amid aggressive central banks and fragile markets

We dissect the current bout of market volatility, which presents both risks and opportunities for...
By Sonja Laud
17 Jun 2022
3 min read
Back to the future for emerging markets
Markets and economics

Back to the future for emerging markets

The economic gains of emerging markets (EMs) seen in the noughties continue to inflate growth...

By Erik Lueth

09 Jun 2022

2 min read

Checking the temperature of the Chinese consumer
Camilla Ayling
Equities

Checking the temperature of the Chinese consumer

China is crucial to both global consumption and production. What implications could the latest wa...
By Camilla Ayling
08 Jun 2022
4 min read
Have equities already bottomed out?
Lars Kreckel
Markets and economics

Have equities already bottomed out?

Following the dismal year-to-date performance of the US equity market, we consider whether...
By Lars Kreckel
07 Jun 2022
4 min read
The case for Euro credit in three charts
Fixed income

The case for Euro credit in three charts

2022 has been a turbulent year for credit markets. Have spreads now widened to the point where...
By Corinne Lewis-ReynierMarc Rovers
30 May 2022
4 min read