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Fixed Income Quarterly Views
Fixed Income Quarterly Views
How the internet and social media have changed the way our minds work
The internet was adopted faster than any major technology in human history.
Fit for 55: A carbon pricing upheaval
Exploring ‘Fit for 55’ and challenges to the EU’s climate ambitions
Sisyphus Happy?
We review the latest instalment of the “debt ceiling drama”, the spread of the “delta variant” and the European Central Bank (ECB)’s new forward guidance.
Getting hot?
Worries about the economy overheating appear to have been overdone as the delta variant reminds us that the battle with the pandemic is far from over.
Can ESG screening provide a buffer for fixed income investors?
The unprecedented monetary and fiscal stimulus put in place by governments and policymakers worldwide has supported bond markets for much of 2020 and 2021, but fixed income investors have faced chall ...
July global Macro Monthly - Clouds darken Summer re-opening
COVID-19 again haunts markets – the delta strain gains.
July OpEd - Negative Delta
The “delta wave” is impairing the speed of the recovery.
Five themes shaping the pace of change
Five trends to help make sense of where the world is heading
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