Managing cash amid another US debt-ceiling showdown
We look at the showdown in the US over the debt limit, what this might mean for cash portfolios, and the expectation of resolution – albeit with a big wildcard
Euro high yield default rates forecast – mostly benign with an undercurrent
However, we still expect default rates to move higher as the 2025/26 maturity wall draws closer.
Under pressure – European real estate credit
Europe’s real estate sector has been under pressure since mid-2021. What’s behind its struggles and where can we find attractive credit opportunities?
Credit Suisse and the likely impact on banking regulations
We will be scrutinising management teams more on the relationship between governance and liquidity – and believe the cost of funding is now higher across the sector
Warum in Europa sehr niedrige High-Yield-Ausfälle zu erwarten sind
Nach dem Ende des ersten Quartals 2023 wird deutlich: Der europäische Markt für Hochzinsanleihen widersetzt sich weiterhin den Erwartungen
Turkey’s test – voting for an inflection point?
As the election looms, we ask if investors are overlooking Turkey’s potential as an investment destination.
UK banks, base rate, bad debts and borrowing … what does it all mean?
After a sustained period of quantitative easing, and with more deposits than loans, UK high street banks have huge liquidity
Emerging market opportunities when trying to bridge the Gulf
The Middle East is too big a part of the emerging market bond investment universe to disregard
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.
High yield default expectations in Europe buck the trend
Improving conditions across multiple themes are combining to boost optimism, from refinancing levels and gas prices to China reopening