Fixed income
Fixed income
2022 EM credit outlook: after a difficult year
2021 has been a tough year for emerging market bonds. What comes next?
06 Dec 2021
4 min read
As KKR bids for Telecom Italia, we ask whether credit markets have just moved ‘late cycle’.
US inflation is at a 30-year peak, but some popular bets on what yield curves (and the Federal...
Everyone seems to agree rates will need to go up. Few have confidence about how high. And there’s...
Fixed income
Are we nearly there yet? Bonds and the end of 2021
In this blog, we discuss the dynamics we think are interesting in government bond markets as we...
05 Nov 2021
3 min read
Inflation fighting is back. Is unemployment set to spike as a result? From the pound’s exchange...
A rose by any other name may smell as sweet, but in the investment-grade world, UK credit and GBP...
We believe the Philippines, Ukraine, Kazakhstan and Egypt are heading towards inclusion in major...
