Tag: Equities


The Critical Role of Covenants in Private Credit
Covenants in private credit often act as crucial safeguards, functioning...
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Moat Strategies Gain on Strong Stock Selection
In August, U.S. equity markets moved higher, driven by expectations...
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Insights from Our European High Yield Team
We discuss high yield market drivers and share insights for...
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Equity Outlook: Breaking Concentration with a Panacea of Opportunities
Equities have displayed remarkable strength in H1 2024. Performance has...
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Azhar’s Crunching Credit – August: Three Rising Stars
Issuance slowed, due to it being August, with $21bn in...
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Inflation and the SNB’s September Meeting
With Swiss inflation estimated to be -0.2% when measured over...
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Market Monitor – 6 September 2025
There was a partial repeat of the early-August sell-off, which...
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US PCE Inflation in July
The Fed’s preferred measure of inflation, the core personal consumption...
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