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債券アウトルック:押し寄せる波
債券アウトルック:押し寄せる波
6月には再度ユーフォリアの波が押し寄せましたが、我々は、利益確定を行い、来るべきボラティリティの上昇に備えて忍耐強く待つべきだと考えます。
21-07-2020 | インサイト
債券アウトルック:コロナ・ショックと「Baa」字型回復
債券アウトルック:コロナ・ショックと「Baa」字型回復
債券投資の投資機会は、安全な国債から急速に社債へとシフトしています。
01-04-2020 | 四半期アウトルック
Fixed income outlook: Upside bounce, downside risks
Fixed income outlook: Upside bounce, downside risks
Fixed income returns have been excellent in 2019.
06-01-2020 | 四半期アウトルック
Scenario analysis confirms need for defensive credit market positioning
Scenario analysis confirms need for defensive credit market positioning
Our analysis of spread markets suggests the most likely scenario in coming months is that of low growth and low inflation.
03-12-2019 | インサイト
Fixed income outlook: Rising recession risk; unchanged strategy
Fixed income outlook: Rising recession risk; unchanged strategy
It seems a lot has changed in one quarter.
03-10-2019 | 四半期アウトルック
European banks: Go for debt
European banks: Go for debt
Despite earnings compression, the creditworthiness of European banks appears intact.
07-08-2019 | インサイト
Negative yields are becoming the new normal
Negative yields are becoming the new normal
The ECB has adopted a long-term negative interest rate policy.
06-08-2019 | インサイト
Sometimes data revisions matter
Sometimes data revisions matter
Sometimes data revisions really matter – this is one of those times.
05-08-2019 | インサイト
Steering change: sustainable automotive credit
Steering change: sustainable automotive credit
The automotive industry still relies heavily on old-school business models and dirty technology.
18-07-2019 | インサイト
Fixed income outlook: More repression to avoid recession
Fixed income outlook: More repression to avoid recession
Fighting the Fed or ECB has been a losing game over the past decade.
10-07-2019 | 四半期アウトルック
Credit outlook: risk management is key
Credit outlook: risk management is key
The 2018 outlook on credits is cautious.
23-01-2018 | ビデオ