Insights
Discover our latest news, views and analyses
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Utilising Securitised Credit within your Asset Allocation
23 July 2024Tags: Investment theme Markets -
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Fixed Income Insights
The macro factors behind US economic resilience / Energy issuers’ journey to net zero28 June 2024, 3 minutes -
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Multi-Asset Insights
What if ‘higher-for-longer’ rates are not that detrimental to GDP growth? What are the implications for investors?28 June 2024, 3 minutes -
India Renewable Growth
By Reema Ghosh Roy, Sr. Credit Analyst and Amanda LaMarca, Sr. Investment Specialist26 June 2024, 2 minutes -
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India fixed income – Elections, inclusion and allocation
India is now at the end of its six-week long general election process. Though there is a possibility of market volatility during election time, India’s bond markets operate on a strong macro framework that has been strengthened by continuing reforms over the last three decades. Meanwhile, markets are anticipating the start of JPMorgan’s index inclusion of India government bonds at the end of June, which is expected to bring in significant investment inflows.27 May 2024, 7 minutes -