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A new reality for central banks?

Ariel Bezalel and Harry Richards expect central banks to become more concerned about slowing growth, and they see opportunities for fixed income investors.

Read time - 5 min.

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02.10.2023

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Notes from the Investment Floor: Where’s the recession?

Bond investors are waiting for interest rate cuts from developed market central banks that – so far at least – have not appeared. Vikram Aggarwal examines the issue.

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26.09.2023

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China policy: here comes the stimulus, but will it be enough?

Our Emerging Market debt team discuss China, as hopes for a substantial rebound in its economic activity have faced a hard reality. What does this mean for EMD investors?

Read time - 6 min.

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26.09.2023

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Notes from the Investment Floor: What’s driving India’s momentum?

Avinash Vazirani examines the momentum behind the equity market and, while warning that investors must keep their heads, explains why he’s bullish about India’s future.

Read time - 7 min.

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22.09.2023

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Latest Insights

A new reality for central banks?

Notes from the Investment Floor: Where’s the recession?

China policy: here comes the stimulus, but will it be enough?

Notes from the Investment Floor: What’s driving India’s momentum?

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