Market Views: Fixed Income
Many investors are jumping on the ESG (Environmental, Social and Governance) bandwagon but who is really committed to backing up these values through credit analysis?
Snapshot: Strong jobs data gives confidence in the US economy but is unlikely to change the Fed’s more dovish tone.
Snapshot: Leading indicators suggest further weakness to come, but European risk assets are already priced for recession.
Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.