Insights

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May 2013 European Perspectives How to Turn the ECB Straggler into a Central Bank Pacemaker

Myles Bradshaw

We expect the ECB to make greater use of its balance sheet to tackle persistent low growth and significant disinflationary forces.

May 2013 Asia Credit Perspectives As Energy Demand Outpaces Supply, Asia Looks Overseas to Refuel

Raja Mukherji, Taosha Wang

We expect more Asian oil and gas companies to tap the bond market going forward, often to finance acquisitions outside the region.

April 2013 European Credit Perspectives Enhancing Credit Returns in 2013

Andreas Berndt, Ryan P. Blute

There are a number of tools active credit managers can employ to improve the forward-looking return profile of credit portfolios in today’s low yield environment.

April 2013 European Perspectives The Pharaoh’s Dream

Andrew Bosomworth

With the prospect of central banks keeping interest rates lows and purchasing yet more assets, clipping the coupons on higher yielding, riskier assets might pay off for a few more years yet. Equally, the risk to investors who are ill-prepared for a future without quantitative easing has risen significantly.

March 2013 Global Perspectives Whatever It Takes in Japan? It Takes an ‘Audacious’ Monetary Policy!

Richard Clarida, Tomoya Masanao

The Bank of Japan under Governor Kuroda’s leadership will make an important ideological shift to “targeting inflation,” a U-turn from “tolerating deflation” over the last decade or so.

March 2013 UK PERSPECTIVES What happened to that export-led recovery?

Mike Amey

Given that UK domestic demand remains constrained by fiscal austerity, a banking sector still looking to deleverage and a consumer facing at best flat real income growth, it is likely that real GDP will struggle to get above 1% for the life of the current Parliament.

March 2013 Global Credit Perspectives Finding the Sweet Spot

Mark R. Kiesel

Where is the investment “sweet spot” in today’s global financial markets? The uneven global growth outlook means there are opportunities and risks for both credit and equity investors.

February 2013 Asia Credit Perspectives Love, Money or Disappointment: What Will Asian Credit Investors Find in Their Red Envelopes?

Robert Mead, Raja Mukherji

The Asian credit market offers attractive opportunities to invest in select companies in high growth sectors, but careful credit analysis is essential.

February 2013 European Perspectives OMT: Watchdog for Spreads That Barks but May Not Bite

Lorenzo Pagani

Although the ECB’s OMT announcement has proven its mettle in crowding-in capital and raising investors’ confidence, investors should be mindful that it is simply a tool, not a solution.

January 2013 Emerging Markets Watch The Year Past, The Year Ahead

Michael A. Gomez

While not immune to global economic headwinds, emerging market investments remain well positioned to outperform their developed world counterparts over time.

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