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  • Time is running out to solve China’s debt bubble download

    White papers 7 August 2019

    Many investors are focused on the outlook for trade talks with the US, fearing an all-out trade war which would negatively impact global, and especially Chinese, equity markets. But investors underestimate the mounting problems caused by the recent rapid expansion of credit in China. Only radical solutions now remain to resolve the country’s growing credit bubble, says Paul Smillie.

  • In Credit download

    White papers 8 April 2019

    Should I stay… or should I go?

  • Valuations, BBBs And Policy Change - European Investment Grade Outlook | March 2019 download

    White papers 20 March 2019

    Companies in most developed market economies have enjoyed years of super-low borrowing costs The European IG market has increased in size from a face value of around €800 billion in 2005 to more than €2.1 trillion by the end of January But what might happen to companies were borrowing costs to return to levels many of us considered to be normal only a few years ago...

  • Asset Allocation Update - Much ado about equities and credit download

    White papers 21 February 2019

    Equities and corporate bonds often do well together. Over the past 20 years the “beta coefficient” between credit to equities has been 0.5 in both the US and Europe; that is to say, for every 1% rise (or fall) in equity prices, credit markets have tended to return (or weaken) 0.5%.

  • Disruptive technologies challenge traditional infrastructure approach download

    White papers 15 November 2018

    Traditional infrastructure investments are being challenged by the pace of innovation, and technology and disruption will likely create opportunities across all core infrastructure asset types. So a highly flexible approach is required to respond to this.

  • Q&A – the credit cycle and interest rates download

    White papers 15 November 2018

    The Head of Investment Grade Credit, EMEA, gives his thoughts on where we are in the credit cycle, what will happen to interest rates, and his expectations for the future and how President Trump might influence this.

  • Competitive advantage takes centre stage download

    White papers 15 November 2018

    Technology firms previously enjoyed three to five years of competitive advantage, but today’s sector is a different beast.

  • Shopping for high-quality industrial property download

    White papers 15 November 2018

    After a year of strong returns, industrial property is in vogue with investors.

  • US smaller companies may shine as rates rise download

    White papers 15 November 2018

    Historically, when Treasury yields rise US smaller companies tend to outperform their large company counterparts – and we could just be entering such a period.

  • Divided we stand...? download

    White papers 15 November 2018

    US yields finished marginally lower after being on the higher side for much of the week.

  • In Credit: The sun shines on Brazil? download

    White papers 1 November 2018

    Core US bond yields drifted higher again last week with volatility in Europe centred upon the Italian bond market once again.

  • Expect a rise in volatility from a ‘no-deal’ Brexit download

    White papers 1 November 2018

    Amid growing speculation that the UK could be heading towards a ‘no-deal’ Brexit, market watchers agree that this would be disruptive for UK markets. But the impact on European markets is likely to be more varied.

  • Italy would have better prospects in a new financial crisis download

    White papers 1 November 2018

    Credit agency Cerved predicts the country is better placed to withstand a crisis than it was in 2008, with the pharmaceutical, tech and supermarket stocks looking most resilient.

  • Italy’s outlook clouded by populist policies download

    White papers 1 November 2018

    While the new government’s economic policies appear expansionary, a lack of clarity over how they will be paid for means investors may face turbulent months ahead.

  • An old-fashioned emerging markets crisis download

    White papers 1 November 2018

    The recent plunge in Turkey’s lira has once again put emerging markets at the forefront of investors’ minds.

  • Precarious protection: why trade tariffs won’t hold back the disruptors download

    White papers 1 November 2018

    Disruptive innovation is one of the defining trends of the 21st century.

  • October volatility: It’s about discount rates not cash flows download

    White papers 1 November 2018

    The recent move in markets has been savage, with major stock indices all deeply in the red.

  • Emerging markets: Mid-year Review download

    White papers 27 August 2018

    Early euphoria has slowly evaporated in an eventful six months which has taken in trade wars and political uncertainty in Mexico and Brazil.

  • Banking problems impede India’s reforms download

    White papers 31 May 2018

    There has generally been a positive response to Prime Minister Narendra Modi’s structural reforms, but there has been an investment slowdown in the medium-term, and recent scandals, huge bad loans and ATM cash shortages imply a banking system that is in crisis – to the tune of $210 billion.

  • What to know about investing in China download

    White papers 31 May 2018

    There used to be a lot of concern around China’s old industrial economy, but supply-side reforms have curtailed excess capacity.

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