The automotive industry still relies heavily on old-school business models and dirty technology.
18-07-2019
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インサイト
The Fed’s sugar rush rally
When the Fed starts cutting rates, it is easier to be long 2-year Treasuries than credit, says Global Macro team co-head Jamie Stuttard.
05-07-2019
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月次アウトルック
Credit outlook: Be smart, quick and lucky
We are skeptical of the idea that central banks are infallible.
27-06-2019
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四半期アウトルック
Duration Times Spread: a measure of spread exposure in credit portfolios
Duration Times Spread (DTS) is the market standard method for measuring the credit volatility of a corporate bond.
22-06-2019
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リサーチ
Using the SDGs to judge corporate sustainability
The Sustainable Development Goals (SDGs) can be used to assess whether companies are fit to serve society, says analyst Michael van der Meer.
22-05-2019
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インサイト
Our guide to investing in SDG credits
The UN’s Sustainable Development Goals (SDGs) have captured the imagination as a great way of impact investing.
29-04-2019
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インサイト
Enabling insurers to achieve capital-efficient returns
The majority of assets owned by insurers are invested in investment grade fixed income.
11-04-2019
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インサイト
Credit outlook: Dead cat bounce
04-04-2019
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四半期アウトルック
Investing in the SDGs to tackle snake bites
How many people do you think die from snake bites?
11-03-2019
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Stunning statistics
Credit outlook: The emperor is naked
Despite our repeated concerns about high corporate leverage and too much risk appetite, it is only now that credit markets are beginning to react to the global economic slowdown, and the next recession is being openly discussed.
20-12-2018
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四半期アウトルック
It’s not all black and white when it comes to SDGs
Measuring a company’s contribution to the UN SDGs is not that straightforward.
12-12-2018
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インサイト
Data sets – factor investing in corporate bonds
A research-driven approach is at the core of everything we do.
10-12-2018
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Data sets
Don’t overshoot the exit
As with most asset classes, specific segments within credits always offer attractive opportunities.
22-11-2018
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インサイト
Factor investing in corporate bond markets - Client Case Studies
Does factor investing work for credits?
13-11-2018
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インサイト
Outlook 2019: Turbulence ahead
Next year we expect the markets to have two faces.
08-11-2018
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インサイト
Bond. Corporate Bond
What should and should not be included in strategic asset allocation is a hotly debated topic.
05-11-2018
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5ヵ年アウトルック
Credit outlook: crowding out credit
The US economy is still firing on all cylinders.
05-10-2018
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四半期アウトルック
Troubled times for Turkey
The Turkish lira fell to a new record low late last week.