Fiscal Deterioration in Brazil and Colombia, Stability in Peru
Tensions between fiscal and monetary policy? Read the key takeaways from our recent trip to Latin America.
In Credit Weekly Snapshot – March 2023
Our fixed income team provide their weekly snapshot of market events.
Ukraine: one year on but no end in sight
A year on from Russia’s invasion of Ukraine we are unfortunately no closer to seeing an end to the war than when the first bombs dropped on 24 February 2022.
Latin America’s left: more bark than bite (mostly)
Latin America’s political landscape has shifted to the left. We ask whether new presidents will be able to deliver on their mandates and assess what the move means for fundamentals.
In Credit Weekly Snapshot – February 2023
Our fixed income team provide their weekly snapshot of market events.
Emerging Markets Debt: Will 2023’s bright start last the course?
With bumper flows so far in 2023 we examine what’s attracting investors to emerging market debt. We explore where we see opportunities and discuss how our portfolios are positioned.
In Credit Weekly Snapshot – January 2023
Our fixed income team provide their weekly snapshot of market events.
Firmer foundations for China’s property market in 2023
The Chinese property sector has been in the headlines over the past year, and not for the right reasons.
In Credit Weekly Snapshot – December 2022
Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – November 2022
Our fixed income team provide their weekly snapshot of market events.