Search

US corporates are showing resilient fundamentals and solid balance sheets despite ongoing monetary tightening and market disruption.  At a m...

US High Yield Trading Comments (stats as of 6/20/23) June has seen a broad-based rally in risk assets (High Yield +1.54%, S&P +5.1%, Russell 2000 Index +6.8%) o...

Key points Some cautious lessons from the Wagner Group rebellion The BOE “did its duty”. Now the government needs to hold its fiscal nerve. We think it will...

Global human population is increasing rapidly. This is in turn driving greater biodiversity loss, as more species are lost due to increased human resource and h...

Key points:  Uncertain macro outlook with central banks remaining fixated on inflation and recessionary risks still around. Credit continues to offer oppor...

AXA Investment Managers (AXA IM) today announces the appointment of Pietro Martorella and André Thali as Co-Heads of Client Group for AXA IM Core. Effective Ju...

Key points Genetics has formed the basis for a range of new treatments and drugs from the biotech industry Targeted therapies have changed the outlook for patie...

The Bank of England is under fierce criticism, but a lot is beyond its control. We now see the peak in the Fed tightening in July, while the “natural slope”...

Whether the US economy experiences a soft landing, a recession or some other outcome, it remains central to the investment outlook. The Federal Reserve (Fed) ha...

Key points: International travel is returning to near pre-pandemic levels, highlighting the sustainability challenges for the sector Policymakers are taking dec...