Fixed Income

JUNE

27JUN 2017

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60 seconds on sovereign bonds and environmental, social and governance (ESG)

Drawing on the experience of our investment teams we look at how they practically integrate ESG into their sovereign bond investments with three clear conclusions.

16JUN 2017

Economics

14 years of returns: history’s lesson for investors

This graphic shows the best and worst performing assets each year since 2003 and illustrates why diversifying your investments matters.

13JUN 2017

Economics

The impact of presidential impeachment on markets

Craig Botham looks at historical examples of presidential impeachments to assess the impact on equity and bond markets.

09JUN 2017

Economics

UK election result: what it means for Brexit and markets

Theresa May has formed a new government. Our experts explain the implications for the economy, markets and Brexit.

09JUN 2017

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60 seconds on the post-election prospects for UK bonds

Rejection of austerity could mean higher government spending and increased supply of gilts.

06JUN 2017

Economics

Monthly markets review - May 2017

An overview of markets in May 2017 when economic news remained encouraging and political risks faded.

MAY

08MAY 2017

Economics

Macron victory marks market-friendly French election outcome

Macron’s reform agenda should be positive for economic growth in France. As political risk falls, investors can now turn their focus to the corporate earnings recovery.

05MAY 2017

Economics

Monthly markets review - April 2017

A look back at markets in April when equities were supported by positive economic data and a reduction of political risk.

APRIL

27APR 2017

Economics

Trump’s first 100 days: how markets have performed

Has the “Trump bump” come to an end? We set out the performance of stockmarkets, currencies and bonds.

MARCH

08MAR 2017

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60 seconds on the top country picks in EMD

With the lengthy era of slack monetary policy probably drawing to a close, Abdallah Guezour outlines where he sees the risks and best rewards.