Insights Topic
Fixed income
Fixed Income Boutique
Fixed Income Quarterly
Each quarter, our experts from the Fixed Income Boutique deliver actionable insights to help you make sense of the global fixed income universe. They uncover key risks, opportunities, and trends.
TwentyFour
Flash Fixed Income
Taking inspiration from the “flash” economic indicators that offer markets a preview of the final numbers, Flash Fixed Income is a monthly outlook that keeps investors ahead of the curve by dissecting the major trends across the global bond markets.
TwentyFour
European consumers not expecting a hard landing
What have we learnt from the ECB’s Consumer Expectations Survey? Felipe Villarroel discusses how latest changes in the consumer’s expectations of the economy reflect that the ECB’s monetary policy is actually working.
TwentyFour
US debt - stuck in a vicious cycle
In recent weeks the US debt ceiling has been dominating headlines with investors focused on the imminent threat of a US default which would be extremely unnerving for global markets. We look at the wider implications facing the US economy.
Fixed Income Boutique
Hunting alpha in China's real estate bond jungle
Is China’s property market on the mend? Are there any more humps in the road before it turns the corner? Our emerging markets credit specialists Cosmo Zhang and Wouter van Overfelt explain how contrarian investors who may have missed the strong rebound in December can now spot potential opportunities for generating alpha.
Fixed Income Boutique
Emerging Market Bonds - First quarter 2023 review and outlook
Wouter Van Overfelt, Head of Emerging Market Corporates and Luc D’hooge, Head of Emerging Markets Bonds, provide a review on the developments in the first quarter, the current positioning of the strategies as well as an outlook for the remainder of 2023.
TwentyFour
European banks continue to deliver, on earnings and calls
As earnings season kicks off in Europe, Eoin Walsh looks at what impact, if any, recent volatility in the banking sector has had on European banks.
Fixed Income Boutique
Ready for takeoff? Are corporate bonds set for a smooth climb?
After the “great repricing” of 2022, is corporate credit now ready for takeoff? Our corporate credit experts, Mondher Bettaieb Loriot and Christian Hantel, analyze the reasons behind the revival of high-grade corporate credit and explain why they remain optimistic about investment-grade markets in Europe and the US.
