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Insights

Credit outlook: Imperfect information and imperfect foresight
Credit outlook: Imperfect information and imperfect foresight
With so many distorting elements at play right now, we can’t rely on economic theory for easy answers.
07-12-2021 | Quarterly outlook
The capex costs of reaching the Paris goals
The capex costs of reaching the Paris goals
We use green bond reporting to compare the environmental impact of a range of green projects.
06-12-2021 | Insight
Fixed income outlook: Pricing sigma
Fixed income outlook: Pricing sigma
We note several multiple sigma events across fixed income markets.
30-11-2021 | Quarterly outlook
Shielding factor portfolios from credit downgrades and defaults
Shielding factor portfolios from credit downgrades and defaults
Gaining more by losing less in multi-factor credit strategies.
30-11-2021 | Insight
Central bank watcher: Nerve-wracking
Central bank watcher: Nerve-wracking
Policymakers will need nerves of steel in the coming months as they weigh up inflation numbers against the growth outlook.
02-11-2021 | Insight
Credit outlook: Common prosperity
Credit outlook: Common prosperity
Changing policy in China will have repercussions for the rest of the world – and for credit markets.
21-09-2021 | Quarterly outlook
Fixed income outlook: Tunnel vision
Fixed income outlook: Tunnel vision
There is plenty of evidence of herding and groupthink.
14-09-2021 | Quarterly outlook
Credit outlook: Humble
Credit outlook: Humble
It’s best to be humble about the many unknowns and distortions as economies reopen.
23-06-2021 | Quarterly outlook
Credit outlook: Running the economy hot
Credit outlook: Running the economy hot
While it’s possible that credits could keep rallying, the margin for error is extremely limited.
31-03-2021 | Quarterly outlook
Fixed income outlook: Coming to America
Fixed income outlook: Coming to America
Several things are coming to America.
23-03-2021 | Quarterly outlook
Credit outlook: TINA is still singing
Credit outlook: TINA is still singing
Markets are pricing for the best possible outcome.
17-12-2020 | Quarterly outlook
US elections: weighing the odds
US elections: weighing the odds
The 2020 US Elections have entered the final straight.
20-10-2020 | Insight
Fixed income outlook: The autumn cluster
Fixed income outlook: The autumn cluster
A cluster of high volatility events will be taking place in the next six weeks.
09-10-2020 | Quarterly outlook
Credit outlook: Markets already have the vaccine
Credit outlook: Markets already have the vaccine
The world is waiting for a vaccine that will enable us to return to our normal lives.
29-09-2020 | Quarterly outlook
Fixed income outlook: Rising waves
Fixed income outlook: Rising waves
The latest wave of market euphoria prompts us to take profit and adopt a patient stance.
08-07-2020 | Quarterly outlook
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