Articles


Returns in the European leveraged loan secondary market increased in July after a dramatic fall into negative figures running up to the end of June. But despite a step-up in demand over July pushing returns higher, conditions remain difficult and ...
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After the substantial first-half sell-off, are there signs that investors may once again be warming to investment grade credit? The first half of 2022 was not a happy one for credit investors. The combination of rising government yields, as centra...
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César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management.
The Fed delivered a second consecutive 75 basis-point interest rate hike last week, as expected. However, Fed chairman Powell assured markets that he is not on autopilot, ...
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Bernard McGrath points out that the rise in interest rates and bond yields means that attractive opportunities can now be found in bond segments such as high yield, European bank subordinated debt and floating rate issues.
For the past five ye...
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Weekly review by Steven Bell , Chief Economist (EMEA) at Columbia Threadneedle Investments
After a challenging first half of the year both equities and bonds enjoyed a reversal of fortunes in 2022. Does this bode well for the remainder of 202...
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China’s official NBS manufacturing PMI released on Sunday July 31 surprised to the downside and declined to 49.0, back to the contractionary territory (vs consensus: 50.3; June: 50.2). The manufacturing output sub-index and manufacturing new order...
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