Climate and Debt

Climate and Debt

🕔17:16, 2.Nov 2022

Mitigating and adapting to climate change is both a matter of survival and of economic rationality. Investing in mitigation and adaptation will reduce the economic costs of climate change. In that sense, it saves money. But compared to an alternate

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High-yield update: Default projections up slightly

High-yield update: Default projections up slightly

🕔14:09, 2.Nov 2022

KEY POINTS: Forecasted high-yield default rates are up slightly since our April 2022 assessment. A deteriorating macroeconomic outlook and geopolitical risks are driving the forecast. Default rates remain well below long-term default rates.

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The New Dynamics of Private Markets

The New Dynamics of Private Markets

🕔12:08, 2.Nov 2022

Private markets have provided farmers, entrepreneurs, corporate tycoons and property developers with access to capital for centuries. The first recorded private loan was almost four thousand years ago in Mesopotamia. But the modern era of private equity – focused on

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Bad news turning good

Bad news turning good

🕔11:40, 2.Nov 2022

Extracting a common thread from last week’s abundant information flows was impossible. Perhaps the critical item will be the weakness of the US economy revealed by detailed GDP data. Last week was rich in information. From UK and Chinese politics,

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Yields attractive, though headwinds to growth loom

Yields attractive, though headwinds to growth loom

🕔08:31, 2.Nov 2022

Quarterly macro and market insights: Sharp shifts in expectations for central bank policy and the resultant market volatility underscore the challenges facing investors. The third quarter featured a tale of two halves: An initial rally across markets turned into a

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