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Insights

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 | Insight
Credit outlook: The rules have changed
Credit outlook: The rules have changed
The ‘common enemy’ elicited a massive unconventional, coordinated series of stimulus by policy makers.
24-06-2020 | Insight
Credit outlook: 'The common enemy'
Credit outlook: 'The common enemy'
Spreads have moved from historically narrow levels straight to recessionary wides.
24-03-2020 | Quarterly outlook
Credit outlook: There is no average
Credit outlook: There is no average
There is a bid for safety in credit markets, but a need for yield.
10-12-2019 | Quarterly outlook
Credit outlook: Search for yield versus lurch to protectionism
Credit outlook: Search for yield versus lurch to protectionism
We are still convinced that we are approaching the end of the cycle, and continue to advocate a defensive positioning.
25-09-2019 | Quarterly outlook
Credit outlook: Dead cat bounce
Credit outlook: Dead cat bounce
04-04-2019 | Quarterly outlook
Credit outlook: risk management is key
Credit outlook: risk management is key
The 2018 outlook on credits is cautious.
23-01-2018 | Video
Guide to credits
Guide to credits
Credit investors increasingly want to know how they can make superior returns while managing risk in one of the world’s most vibrant markets.
15-05-2017 | Magazine
The low-risk anomaly in credits
The low-risk anomaly in credits
In this Research Note we show that low-risk credits had superior risk-adjusted excess returns over the past 20 years.
01-04-2012 | Research
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