Investment grade credit managers 2019

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White papers
Blog | Investment Clock: has QE broken the link between factors and the economic cycle?
2021-01-25T15:45:00Z By FTSE Russell
Investors often ask themselves which factors should be implemented in different phases of the economic cycle.
White papers
Blog | Will the anticipated EPS recovery keep markets happy?
2021-01-22T16:17:00Z By FTSE Russell
Unwavering consensus expectations for a blowout EPS growth recovery this year have been a major force behind the recent equity bull run. As such, sentiment is likely to remain tightly tethered to the revision cycle in months ahead.
White papers
Bears come out of hibernation, but is it too soon?
2021-01-20T09:26:00Z By UBS Asset Management
Bond markets have started 2021 with a move higher in yields so what are the bearish arguments today for the outlook for bonds?