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Fixed Income: Investment Grade Insights
16 May 2025
Fixed income
Senior Credit Analyst, Investment Grade
China: Don’t count on a big stimulus package this time
China: Don’t count on a big stimulus package this time
With delinquent loans from the global financial crisis still sitting on its books, we don’t think the conditions are right for China to repeat its stimulus trick for a third time.
15 May 2025
Multi-Asset
Global Chief Investment Officer
CIO Market Pulse - Active investing in an environment of rapid policy shifts
CIO Market Pulse - Active investing in an environment of rapid policy shifts
Uncertainty around US trade tariffs has driven volatility higher. Against a fast-moving backdrop we argue the case for a considered approach to portfolio management.
13 May 2025
Fixed income
In Credit - Weekly Snapshot
In Credit Weekly Snapshot – May 2025
In Credit Weekly Snapshot – May 2025
Our fixed income team provide their weekly snapshot of market events.