Investors are shifting their focus from runaway inflation to slowing global growth as central banks hike rates to tame price pressures.
The prospect of rising interest rates has clouded the outlook for global bond investors in 2022, but it’s not all bad news.
The United Nations Glasgow Climate Change Conference, also known as COP26, concluded in November with 200 nations signing the Glasgow Climate Pact (GCP), an agreement that could accelerate climate action and drive big carbon cuts.
After years of anxiously watching for inflation, it’s here. Unfortunately, what many expected to be a short, COVID-19-induced visit has turned into an extended stay, thanks to robust demand and a snarled supply chain. The question now is does the supply chain pose a threat to our economic outlook?
US inflation continued to soar in May, with the Core Consumer Price Index (CPI) up 0.7% month over month and 3.8% year over year—its highest annual rate in more than 25 years.
Over the past year, a surge of investors drove high-yield bond prices back to pre-pandemic levels.
The energy sector is beginning to adapt to the realities of climate change. Who is best positioned for the future?
US Investment-grade corporate bond issuance has rolled past US$1 trillion so far in 2020. What are the long-term effects of this explosive borrowing?
Coronavirus-led economic uncertainty is forcing downgrades, defaults and fallen angels. Could this spell opportunity for credit investors?
Oil prices briefly turned negative this week. What does it mean for energy bonds? And why does the long view for oil matter more?
The media and some market observers are bracing for a blizzard of BBB-rated bonds to get downgraded to junk as the credit cycle turns. We expect it will be closer to a flurry.