October 30, 2023
GLOBAL CREDIT BULLETS | Monday, 30 October 2023
US – Focus on data while Fed on holdThe Fed will likely keep rates unchanged at Wednesday’s meeting and, without...
Lesen Sie weiterInsights
All
ESG & Policy Research
Monthly Commentaries
The Algebris Bullet
The Green Leaf
Market Views
Green Transition Fund
Podcasts & Videos
October 23, 2023
GLOBAL CREDIT BULLETS | Monday, 23 October 2023
US – Cautious Fed means steeper curvesLast week, Powell indicated that the Fed will be on hold at the upcoming...
Lesen Sie weiterOctober 16, 2023
GLOBAL CREDIT BULLETS | Monday, 16 October 2023
Middle East – Geopolitical risks on the riseGeopolitical risks are back in focus as Israel-Gaza tensions quickly erupted in a...
Lesen Sie weiterMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
October 11, 2023
Responsible Investing | Finding opportunities in fixed income
In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...
Lesen Sie weiterOctober 9, 2023
GLOBAL CREDIT BULLETS | Monday, 9 October 2023
US Economy – Labour market remains strongFriday’s NFP print showed that 336k jobs were added in September, against a survey...
Lesen Sie weiterOctober 2, 2023
GLOBAL CREDIT BULLETS | Monday, 2 October 2023
Italy – Mind the spreadDeficit projections rose last week from 4.5% to 5.3% of GDP for 2023, and from 3.7%...
Lesen Sie weiterMarket ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
September 26, 2023
China, Europe, USA: a view on fixed income
In China, the economy is slowing down. This has global repercussions and the engine of the European economy, Germany, has...
Lesen Sie weiterSeptember 25, 2023
GLOBAL CREDIT BULLETS | Monday, 25 September 2023
Fed – Higher for longer, yet againThe Fed held rates unchanged as expected, but surprised markets with hawkish projections. The...
Lesen Sie weiterSeptember 21, 2023
Clean Alpha | Money for nothing?
Download The energy transition requires massive investments in a very short timeframe. This poses a short-term challenge to renewable companies...
Lesen Sie weiterSeptember 18, 2023
GLOBAL CREDIT BULLETS | Monday, 18 September 2023
Fed Preview – Hawkish HoldThe Fed is expected to hold rates steady at 5.5% this Wednesday, but to maintain a...
Lesen Sie weiterSeptember 14, 2023
Italy: Eyes on the Budget Update
On September 27th, the Italian government will publish the annual update to the 2023 budget (NADEF). This update is likely...
Lesen Sie weiter