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25 octobre 2024
Investment Grade
Economic nationalism will present a constant challenge for investors
Economic nationalism will present a constant challenge for investors
A decade ago there was little sight of the seismic changes that have since occurred; similarly, events that might be impossible to imagine today will undoubtedly jolt financial markets in coming years.
24 octobre 2024
Investment Grade
Senior Analyst, Fixed Income Research
Media in search of its Jerry Maguire moment… ‘Show me the money!'
Media in search of its Jerry Maguire moment… ‘Show me the money!'
Streaming services are still adding subscribers, albeit at a slowing rate, but now the focus is turning towards their ability to stem earnings losses.
23 octobre 2024
Haut rendement
Fixed income
Senior Analyst, High Yield
European high yield: default rate coming down
European high yield: default rate coming down
The fundamental backdrop is relatively stable, with the deteriorating outlook in automotives set against a well-capitalised issuer base – but bifurcation of credits continues.