We believe fundamentals in the aircraft industry are in the midst of a strong recovery. Global..

Securitized Research, COVID-19, Recovery

The line between economics and politics in emerging markets (EM) is becoming increasingly thin,..

Equity Research, Emerging Markets, Election, Geopolitics

Consensus global growth forecasts have improved slightly since last month as economies continue to..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

The rapid shift to hybrid work models has left many office buildings in America’s biggest cities..

Fixed Income, Sector Outlook, Municipals

Interest costs have risen sharply with interest rates, sparking speculation about whether companies..

Bank Loans, Fixed Income

The issue of the debt limit, also called the debt ceiling, has moved to center stage. On 1 May,..

Macro Strategies, Fixed Income, Market Outlook