Market Cycle (22)

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

Dealing with recession risk
Economics

Dealing with recession risk

Everyone's thinking about it, but no one wants to say it: recession. Here's our analysis of...
By Lars KreckelTim Drayson
07 Apr 2022
3 min read
Time in the market or timing the market?
Investment strategy

Time in the market or timing the market?

Our analysis of sterling investment grade credit data suggests 'good enough' timing may be all...
By Ian HutchinsonAngela Shi
06 Apr 2022
4 min read
Taking stock of our bullish view
Emiel van den Heiligenberg
Investment strategy

Taking stock of our bullish view

Taking a step back from day-to-day market movements, we have reflected on our team's overall...
By Emiel van den Heiligenberg
14 Feb 2022
3 min read
Countdown to 2022: starter for 10
Investment strategy

Countdown to 2022: starter for 10

2021 was another year full of twists and turns, so what will 2022 bring? As we hastily forge our...

By Christopher Teschmacher

22 Dec 2021

5 min read

2022 outlook: Turning point
Sonja Laud
Investment strategy

2022 outlook: Turning point

Expect profound changes in 2022 and beyond that will create both risks and opportunities for...
By Sonja Laud
10 Dec 2021
3 min read
Credit markets: Mid-cycle or fashionably late?
Fixed income

Credit markets: Mid-cycle or fashionably late?

As KKR bids for Telecom Italia, we ask whether credit markets have just moved ‘late cycle’.  
By Colin ReedieMadeleine King
23 Nov 2021
4 min read
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
Christopher Teschmacher
Investment strategy

Growing pains, roaring 20s, or stagflation? Revisiting our scenarios

With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
By Christopher Teschmacher
19 Nov 2021
4 min read