ClockWise: Will Gold Continue to Shine?
Over the past two years, we have seen the price of gold rise by more...
Private credit can be a powerful tool in promoting economic growth and fostering prosperity in the world, while providing investors with income potential over a fixed term. Set up in...
At Royal London Asset Management, we have long understood the conflict at the heart of delivering effective ESG and climate integration into analysis. On the...
The International Monetary Fund (IMF) recently released its October World Economic Outlook (WEO)*. Its projections for global real Gross Domestic Product (GDP) growth in 2024...
Our par-weighted default rate forecast for European High Yield (EHY) is 3.8% for the forward 12-month period and 7.2% for the forward 24-month period. Excluding...
Over the past two years, we have seen the price of gold rise by more...
As long-time, long-term investors in the transition to a more sustainable economy, Impax is well...
It’s been nearly a month since the US Federal Reserve’s interest rate cut in September,...
Over the past year, the defence industry has experienced significant transformations driven by a combination...
European auto loan ABS bonds have long had the attractive...
Investment grade (IG) indices remain close to recent tights. Similarly,...
As was widely expected, the European Central Bank cut rates...
Opportunities and challenges abound in fixed income investment grade (IG), with the current market backdrop ripe for...
Election years usually come with increased equity market volatility, particularly in the last quarter of the year....
Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients. Key takeaways ...
Stronger US data, central bank interest rate cuts and a stimulus package in China make the case...