Senior Loan Talking Points

Senior Loan Talking Points

🕔16:55, 12.May 2022

In an eventful week in which the Fed raised interest rates by 50 bps, the loan market was not immune to the continued selling pressure and negative sentiment that has plagued performance in other assets for virtually the entirety of

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Inflation, central banks and rising rates – Q&A with Andrew Cormack

Inflation, central banks and rising rates – Q&A with Andrew Cormack

🕔14:19, 12.May 2022

It feels as though US policy makers have spent the entire post-global financial crisis period trying to generate inflation. Now that it’s here, it seems like the wrong kind of inflation. How do you see inflation playing out in the

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Investing in fixed income during a hiking cycle

Investing in fixed income during a hiking cycle

🕔12:24, 12.May 2022

It’s a common preconception that rising interest rates are bad for bonds. While rate hikes are undoubtedly a headwind for fixed income assets, investors tend to overestimate the impact of rising rates and can overlook the benefits of holding bonds

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How demographic challenges are shaping the China investment story

How demographic challenges are shaping the China investment story

🕔10:44, 12.May 2022

China’s once-in-a-decade census1 revealed some interesting demographic issues. The country has 264 million people aged 60 and above, which equates to 18.7% of the population, considerably higher than 13% in 2010. The 12 million births …

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Investor Guide: Building Resilient Portfolios in an Inflationary Environment

Investor Guide: Building Resilient Portfolios in an Inflationary Environment

🕔08:58, 12.May 2022

Inflationary pressures will likely peak but not disappear Inflation, once thought transitory, now appears more durable. Supply-demand imbalances, while an expected aspect of the economic cycle, have been exacerbated by the unprecedented nature of pandemic shutdowns. The workforce remains constrained

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