German voters’ mixed verdict

German voters’ mixed verdict

🕔15:55, 4.Oct 2021

Germany’s voter have spoken. And, compared to other countries, traditional parties of the political center have done quite well, overall. But what government exactly the electoral verdict will translate into is likely to remain unclear for a while yet. Both

Read Full Article
Monitoring corporates against third-party ESG data providers

Monitoring corporates against third-party ESG data providers

🕔15:39, 4.Oct 2021

At Capital Group, using third-party data is only the beginning of how we monitor potential and current investments. All holdings are reviewed against third-party ESG scores to identify potential ESG risks. Then we draw on our investment …

Read Full Article
Fed taper looks likely, boosting Treasury yields

Fed taper looks likely, boosting Treasury yields

🕔14:50, 4.Oct 2021

U.S. Treasury yields closed higher last week, led by longer maturities. After starting the week lower due to Chinese market fears, rates jumped sharply on Thursday to finish the week about eight basis points  …

Read Full Article
EM Fixed Income: update on Evergrande

EM Fixed Income: update on Evergrande

🕔11:05, 4.Oct 2021

The dominant theme in emerging markets over the last few weeks has been Chinese corporate bonds, particularly high-yield issuers, which have cheapened markedly in recent months as the Chinese government tightened policies, particularly in the … Access the content here:

Read Full Article
Why we stay pro-risk

Why we stay pro-risk

🕔09:16, 4.Oct 2021

BII Global weekly commentary We stay tactically pro-risk amid the broadening economic restart, with negative real rates supporting risk assets – as per our new nominal theme. The Fed signaled it will start to taper around the year-end. Its reluctance

Read Full Article
The roasting twenties 2022-2026 outlook

The roasting twenties 2022-2026 outlook

🕔08:24, 4.Oct 2021

Tthings are heating up It’s easy to understand Elon Musk’s fascination with Nikola Tesla, the inventor of the alternating current (AC) technology that serves as the backbone of the company’s electric vehicles. Talking to Collier’s magazine back in 1926, in

Read Full Article

SEARCH