13 October 2020 • By Sonal Desai • 1 min read
While the US economy has been staging a strong recovery from the COVID-19 pandemic, the challenge is far from over. The first stage of the US econo...
READ MORESolid fundamentals and positive interest rates will support emerging market bank profitability, but with a diverse outlook for asset quality in this k...
READ MOREFor those of us whose formative years encompassed the 70s, the spectre of inflation (or stagflation) always looms large. Indeed, a number of us could ...
READ MOREOne year ago, we published an article titled “East coast infrastructure – worst boom ever?”, which highlighted that despite the significant hype...
READ MOREMany investors may be wondering whether there is any value left in domestic fixed-income markets. While outright yields may look tight on a historical...
READ MORESome US$140 billion may flow into China’s onshore bond market after the index provider, FTSE Russell, adds debt issued by the Chinese government to ...
READ MOREFallen angels are on the rise. These assets – essentially investment-grade bonds downgraded to high yield – are attracting increasing attention fr...
READ MOREAs artificial intelligence (AI) becomes the “future of everything”, savvy investors are heavily backing companies involved in this space. Micro...
READ MOREWill last week’s cocktail of news result in real changes, and what do investors need to be looking for from the banks? Last week was quite the ri...
READ MOREThroughout history, financial crises have been caused by an economic shock or a fundamental demand/supply imbalance. This crisis is different. When...
READ MORE