Sovereign debt (8)

Peripherals versus the core: the pendulum swings
Fixed income

Peripherals versus the core: the pendulum swings

European bond investors are witnessing weaker bund yields and tighter peripheral credit spreads o...

By Simon BellAsset Allocation

27 Mar 2024

4 min read

US fiscal irresponsibility reaching its limit?
Tim Drayson
Markets and economics

US fiscal irresponsibility reaching its limit?

The Fitch downgrade to the US sovereign rating is largely symbolic, but it brings attention to th...
By Tim Drayson
07 Aug 2023
5 min read
Podcast: US debt downgrade, UK rates and China’s equity rally
LGIM
Markets and economics

Podcast: US debt downgrade, UK rates and China’s equity rally

In this episode of Market Talk, Ben Bennett, Investment Strategist APAC, talks through the market...
By LGIM
04 Aug 2023
1 min read
U-turn reduces tail risks but unlikely to stave off recession
James Carrick
Markets and economics

U-turn reduces tail risks but unlikely to stave off recession

Monday's policy reversal led to a rally in UK gilt markets. This reduces tail risks, but we belie...
By James Carrick
17 Oct 2022
2 min read
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
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

November market outlook
Ben Bennett
Fixed income

November market outlook

A reduction in geopolitical risk has eased some of the pressures on the near-term investment...
By Ben Bennett
14 Nov 2019
3 min read