20 insights found
A record-breaking quarter
The dovish change in the European Central Bank’s policy outlook at its 7 March meeting boosted the performance of euro credit
Beware the (mini) wides of March
While, credit returns are going from strength to strength, the rally's endurance merits caution
Credit’s demise has been greatly exaggerated
Amongst risk assets, credit markets have continued to enjoy a positive backdrop
A December to remember sets up an interesting 2019
December’s price action supports our stance on credit spreads at the start of 2019.
Nearing entry point, but volatility merits caution
November sees valuations revert to neutral
The hurt of red October
Credit markets struggle as October is unkind to the reflation trade
Credit heads into the final quarter amid roaring rates
The fourth quarter is peppered with risk events.
Credit back to school and keen to earn
Returns in developed market credit rebounded over the summer
Trade war fears set the stage for a tense second half
Spreads continued to widen in June, this time led by US credit.