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Views and Analysis

UK Equities: Fear has peaked

David Kneale takes stock of the UK equity market, shining a spotlight on the valuation disconnect as inflation drivers turn negative, interest rate expectations decline and attention shifts to earnings forecasts.

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Views and Analysis

“Paid to wait”: the new paradigm in convertible bonds

A market lag in repricing discount bonds presents an opportunity.

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Publications

Marché Suisse

L’idée que les banques centrales commencent à s’éloigner des hausses de taux agressives est au coeur des attentes de marché, bien qu’un pivot vers des politiques expansives soit loin d’être d’actualité.

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Fixed Income

Rethinking the role of investment grade corporates

The fixed income 40% – is now the time for investment grade corporates to take over from sovereign bonds? Senior Portfolio Manager Fatima Luis makes the case for an allocation switch-up.

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Fixed Income

EM debt: Why it’s time to de-diversify

EM debt investors have a new mantra: Avoid diversification. Following an indiscriminate sell-off, laser-focused, high-quality allocations are the name of the game for EM debt. Sector expert Daniel Moreno shares where he’s seeing investment potential.

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Fixed Income

If the UK were a high yield bond, how would it rank?

“When we analyse high yield credits, one of the first questions we ask ourselves is: are management interests aligned with bondholders, or shareholders?” Al Cattermole outlines how to find investment potential in an uncertain environment.

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