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26 May 2023
Fixed income
Fixed Income
Managing cash amid another US debt-ceiling showdown
Managing cash amid another US debt-ceiling showdown
We look at the showdown in the US over the debt limit, what this might mean for cash portfolios, and the expectation of resolution – albeit with a big wildcard
Read time - 5 min
25 May 2023
Fixed income
Fixed Income
Euro high yield default rates forecast – mostly benign with an undercurrent
Euro high yield default rates forecast – mostly benign with an undercurrent
However, we still expect default rates to move higher as the 2025/26 maturity wall draws closer.
Read time - 2 min
24 May 2023
Responsible investment
Responsible investment
Investment implications: the US Inflation Reduction Act is a wake-up call for the EU
Investment implications: the US Inflation Reduction Act is a wake-up call for the EU
The US IRA and the EU’s Green Deal Industrial Plan share many common themes, but what are the investment implications as the two go head-to-head, and what China might do in response?
Read time - 5 min