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M&A wave could enhance convertible bond returns in 2024

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French mortgage rates fall rapidly in Q1

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High Yield: No impending "maturity wall"

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New French government pact strengthens supply/demand dynamics in intermediary housing

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“No landing” upsides & implications

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Swiss stock picks

Broadening equity rally should spur a surge in convertibles

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Opportunities beyond AI

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Harnessing the power of fixed income for a more sustainable future

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The magical 2%

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Sidestepping Swiss franc headwinds

Upside participation to rising equities should jump from here

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Regulatory changes boost investment landscape for housing transformation projects

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Summer not spring cuts all-round

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EM debt: Expect resilience & differentiation

2023’s new-issuance surge marks a long-term trend

Asian convertible bond tour notes

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How do we feed 10bn people by 2050?

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It’s a balancing act from here

The asymmetric return profile of convertibles is getting stronger

Fixed income

UK bond buyers beware

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China's new phase of growth & the role of active investment

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Emerging Market Equities Outlook

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Q&A: UK macro & implications for fixed income positioning

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The art of compounding

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European macro update with Andrew Lake

Minimising judgement risk in convertible bonds