Tag: Markets and Economy

Inflation Deceleration is on the Way – Two Opportunities for Bond Investors

Inflation remains the number one concern for investors. Indeed, inflation...

Private Equity Builds Portfolio Value Through ESG Push

Baring Private Equity Asia (BPEA)’s landmark US$3.2bn sustainability-linked loan is...

Investment Outlook – January 2022

Monthly Market Monitor

In-depth review of asset class and economic activity via impactful...

Q4 2021 Emerging Markets Debt Monitor

The Resilience of ABS Under Inflation Scenarios

As market fears about inflation and potential central bank actions...

BAKERSTEEL Electrum Fund Q3 2021 Investment Manager’s Commentary

Highlights: The Fund outperformed during the quarter, amid headwinds for...

Long-Term Outlook: Emerging Market Debt

We remain generally constructive on emerging market fixed income assets,...

Leveraged Finance Asset Allocation Insights: Will December’s Whiplash Make Way for Calmer Markets in 2022?

December’s market movements were head-spinning. At the start of the...

Markets Stay Volatile Amid Headwinds

A review of the week’s top global economic and capital...