Fixed income

Head of Macro Strategy Platform Yann Lepape and his team give their latest views on Fed peak hawkishness, how the Chinese zero-Covid policy is affecting the rest of Asia and the UK’s battle against multidecade high inflation.

Credit Analyst Jim Stahl tunes into the US radio industry and explains why radio is experiencing a resurgence thanks to digital marketing and podcasting.

Join Vontobel’s Simon Lue-Fong and Sam Knox of Institutional Investor to learn about the key findings from an exclusive survey of 300 asset-owning institutions globally, and understand how EM fixed income can deliver a combination of yield, diversification and ESG alignment in the absence of reliable alternative options.

Head of Macro Strategy Platform Yann Lepape and his team give their latest views on a week of inflation data, opportunities in Europe and some detail on EM sovereign defaults.

Opportunities to generate alpha are abundant in emerging market corporate bonds, according to Head of EM Corporates, Wouter van Overfelt.

The vast majority of the high yield universe used the attractive funding conditions last year to term out their maturity profiles. In fact, 2022 maturities in both US and European high yield equate to just 1% of their respective indices.

With fears of recession growing, defensive assets like US Treasuries suddenly look to be back in fashion. How can investors prepare their portfolio for recession?

Head of Macro Strategy Platform Yann Lepape and his team give their latest views on the market, focusing on an aggressive Fed, the US labor market and the opportunities available in EM spreads.

Head of Macro Strategy Platform Yann Lepape and his team give their latest views on the market, focusing on corporate fundamentals and fund flows in April.