1. Artificial intelligence (AI) was one of the most remarkable investment themes in equity markets..

Equity Research, Emerging Markets, Sector Outlook

Markets appear to be priced for a soft landing in the United States, but plenty of economic and..

Fixed Income, Market Outlook

1. What’s your overall view of the investment grade (IG) credit market?

We believe IG corporate..

Fixed Income, Sector Outlook

1. What’s your view of the fundamentals and valuations in euro investment grade (IG) credit?

The..

Fixed Income, Sector Outlook

1. Last year, you felt EM inflation had peaked. Today, inflation has drifted lower in line with..

Emerging Markets, Fixed Income, Sector Outlook

1. Bank loans had a great year in 2023, largely due to high base rates,[i] stable fundamentals and..

Bank Loans, Fixed Income, Sector Outlook