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Weekly Bond Bulletin Trading on trade wars 16 May 2019

Trade rhetoric is dominating news flow, weighing on risk assets. What could be the implications for...

By GFICC Investors
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Weekly Bond Bulletin Central banks recalibrate 9 May 2019

Central banks across the globe recalibrated their policy stance in the first week of May, making it...

By GFICC Investors
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Weekly Bond Bulletin Picking up China 2 May 2019

Despite the recent resurgence of growth worries, we maintain the view we expressed in February that...

By GFICC Investors
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Article From crisis to Goldilocks 25 April 2019

Emerging market debt strategy

By Pierre-Yves Bareau
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Weekly Bond Bulletin Time for a breather? 25 April 2019

Credit markets have enjoyed a strong march upwards, supported by robust technicals and a broadly...

By GFICC Investors
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Weekly Bond Bulletin Laggard of the bunch 11 April 2019

An improved macroeconomic backdrop continues to support hard currency emerging market (EM) debt,...

By GFICC Investors
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