Quantitative Easing

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Markets

24JUN 2019

Investors have a second chance to avoid leveraged loan risks

Leveraged loans have bounced back from a difficult end to 2018, but numerous risks remain. Investors who haven’t already reconsidered their positioning have a rare second opportunity to do so.

2018

DECEMBER

18DEC 2018

Markets

Outlook 2019: Asian bonds

We expect that the US dollar’s strength should fade in 2019 as the pace of US rate hikes begins to slow, which will ease the pressure on Asian bonds next year.

13DEC 2018

Markets

Outlook 2019: Global credit

Valuations have become more attractive and fundamentals are reasonably positive. But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.

05DEC 2018

Markets

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.

OCTOBER

31OCT 2018

Economics

Bank of Japan stands firm amid concern over side effects of easing

The Japanese central bank held fire on monetary policy changes at its October meeting as it downgraded the inflation outlook yet again

05OCT 2018

Markets

Brexit: 23 answers to investors’ questions

There remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.

JULY

26JUL 2018

Markets

Euro corporate bonds: life after QE and rate hikes

We look at why investors shouldn't write off euro investment grade credit as the ECB considers tighter policy

JUNE

01JUN 2018

Economics

Political upheaval in southern Europe poses greater risks for Italy than Spain

Spain’s Prime Minister Rajoy is ousted in a vote of no confidence, while populists take power in Italy.