Market Cycle (22)
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...
09 Jun 2022
2 min read
Everyone's thinking about it, but no one wants to say it: recession. Here's our analysis of...
Our analysis of sterling investment grade credit data suggests 'good enough' timing may be all...
Taking a step back from day-to-day market movements, we have reflected on our team's overall...
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...
22 Dec 2021
5 min read
Expect profound changes in 2022 and beyond that will create both risks and opportunities for...
As KKR bids for Telecom Italia, we ask whether credit markets have just moved ‘late cycle’.
With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
