Our thinking

Looking through the coronavirus

Published date: March 2020

Looking through the coronavirus

Read how our active fixed income team is thinking about the impact of COVID-19 on economies and markets.

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Published date: March 2020

Monthly fixed income snapshot desk views

Covid-19 has triggered extraordinary monetary policy responses from central banks as global credit markets grapple with growth shocks and liquidity crunches.

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EM Corporates: our view on the current extreme risk aversion

Published date: March 2020

EM Corporates: our view on the current extreme risk aversion

Volatility has spiked across global risk asset markets as the crisis caused by the covid-19 pandemic has intensified.

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What could Covid-19 wipe off global GDP?

Published date: March 2020

What could Covid-19 wipe off global GDP?

Three things to watch amid painful GDP contractions.

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Assessing the impact of the Covid-19 outbreak on China Q1 GDP estimates

Published date: March 2020

Assessing the impact of the Covid-19 outbreak on China Q1 GDP estimates

An unprecedented decline in economic activity.

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Published date: March 2020

The case for emerging market corporate debt

Emerging market corporate debt has grown rapidly over the last decade and is now twice the size of both the us high yield and emerging market sovereign asset classes.

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Most read

UK Pension Watch: Q4 2019

Published date: January 2020

UK Pension Watch: Q4 2019

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Monthly fixed income snapshot desk views

Published date: March 2020

Monthly fixed income snapshot desk views

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Interregnum

Published date: July 2019

Interregnum

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Responsible investment and fixed income quarterly: Q2 2019

Published date: July 2019

Responsible investment and fixed income quarterly: Q2 2019

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Emerging market debt: takes centre stage

Published date: October 2019

Emerging market debt: takes centre stage

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