All Corporate Bonds articles – Page 17
-
White papersIn Credit: ‘Alexa...Buy me Wholefoods’
The US bond rally continues – fuelled by a lack of inflation.
-
White papersIn Credit: ‘This is what it sounds like when doves cry’
It was a rather mixed week for core government bonds. After this week’s dovish ECB meeting the market now expects European interest rates to remain in negative territory for the next three years (see chart of the week).
-
White papersIn Credit: US surprises to the downside...
Core government bond yields remain on a downward trend as US economic data continues to surprise to the downside and there remain few signs of accelerating inflation.
-
White papersAsset Allocation Monthly: May 2017
We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.
-
White papersThe emerging markets cloud receding
As US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more as productivity improvements and fast-growing young populations are driving superior economic growth.
-
White papersUniversity bond issues: Making the grade
Guillaume highlights that our top UK universities are among the best in the world, making their bonds potentially attractive investments.
-
White papersDon’t let interest rate risk keep you out of fixed income
Fixed income investors tend to focus on interest rates and worry that when interest rates rise the value of bonds goes down.
-
White papersHow should investors approach US infrastructure?
Improving and expanding US infrastructure involves more than building roads and bridges.
-
White papersTrumponomics: What could go right?
When it comes to policy, there are things that can go right and things that can go wrong – particularly so with Trumponomics.
-
White papersIn Credit: Honey, I shrunk the market...
The Federal Open Market Committee (FOMC) minutes confirmed that, as expected, there will be a rate hike in the US next month.
-
White papersFrench Presidential Elections: Macron president - risks disappear...Back to fundamentals
The second round of the presidential election provided the name of the winner: E. Macron is the next president of the French Republic (66% of the votes).
-
White papersIn Credit: Macron sweeps to victory
Core bond yields edged modestly higher in the last week faced with a more hawkish US central bank; robust employment data; and an easy victory for Macron in the French election.
-
White papersCross Asset Investment Strategy: May 2017
The purpose of this article is to present the state of affairs on the polls, the priorities of the French and to recall the program of the two candidates as well as the major issues: to obtain a parliamentary majority for E. Macron, to obtain a parliamentary majority and to clarify her position on Europe for Marine Le Pen.
-
White papersFloating Rate Notes can help prepare for a hike in interest rates
In a fast changing environment, FRNs are an increasingly attractive asset class, as they allow investors to reduce the sensitivity to interest rates fluctuations and to capture some potential yield.
-
White papersTrump unnerves Asia
The new US administration’s trade and foreign policy threatens to unsettle relations with Asia-Pacific nations. It is commonplace to say that the election of President Donald Trump has created uncertainty and nervousness among both US’s allies and its rivals.
-
White papersSoutheast Asia’s credit stability
Credit rating agencies are optimistic that Southeast Asian countries will weather the fallout from developments in other regions. Southeast Asia appears vulnerable to several forces it can do little to control.
-
White papersShenzhen-Hong Kong Stock Connect opens for traffic
Offering a bridge for international investors accessing China’s ‘new economy’, policymakers are confident in Stock Connect’s future. China’s recent policy initiatives to attract international investors to its equities markets have struggled.
-
White papersIndonesia’s reforms gather momentum
Jokowi’s administration is making progress and pleasing investors in a region troubled by political controversies. Expectations were high when Joko Widodo won Indonesia’s presidential election in 2014.
-
White papersHow China rules the waves
FT investigation: Beijing has spent billions expanding its ports network to secure sea lanes and establish itself as a maritime power. Pakistan’s Arabian Sea port of Gwadar is perched on the world’s energy jugular. Sea lanes nearby carry most of China’s oil imports; any disruption could choke the world’s second-largest economy.
-
White papersAsia’s markets appear set to withstand US rate rises
Bond and currency markets have strong fundamentals and look ready to ride the US interest rate cycle comfortably.
