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Perceções e pesquisa

A opinião e o trabalho de investigação de especialistas que influenciam as nossas decisões de investimento.

Insights

Emerging market corporate bonds and tariffs: beyond the noise
Insights
Emerging market corporate bonds and tariffs: beyond the noise

How will tariffs affect EM corporate bonds? We turn to Mexico to show why the answer isn't as bad as some think.

7 min Ler
Investing in the 'sweet spot' of global credit
Insights
Investing in the 'sweet spot' of global credit

Mark Munro makes the case for investing in the sweet spot cross-over segment of BBB- and BB-rated credits.

3 min Ler
Japan's Green Transformation Policy: are investors overlooking an opportunity?
Insights
Japan's Green Transformation Policy: are investors overlooking an opportunity?

Find out what this $140 billion programme means for investors

5 min Ler
China's Two Sessions: Economic strategies and investor insights
Insights
China's Two Sessions: Economic strategies and investor insights

Discover the key takeaways from China's 'Two Sessions' and see how equities and bond investors are reacting. What could this mean for China's economy in 2025?

2 min Ler
Reframing sustainable investing for high-yield bonds
Insights
Reframing sustainable investing for high-yield bonds

The scope for sustainability advancements in companies that issue high-yield bonds is high, and bond investors can play a key role in this.

4 min Ler
Fixed income: Germany unleashed
Insights
Fixed income: Germany unleashed

Germany has pledged to spend big on defence, infrastructure and more. We look at what this means for Europe and bond markets.

5 min Ler
February 2025 EMD Review and Outlook: resilience amid turbulence
Insights
February 2025 EMD Review and Outlook: resilience amid turbulence

Our summary of developments in emerging market debt in February 2025 and outlook.

4 min Ler
Enhanced indexing: combining alpha with diversification
Insights
Enhanced indexing: combining alpha with diversification

What are the benefits of an enhanced index strategy? Find out here.

5 min Ler
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Global Macro Research

Global Economic Outlook: New World Order
Global Macro Research
Global Economic Outlook: New World Order

How may US policy uncertainty impact the global economy? Discover key trends shaping the new world order. Read our latest insights.

4 min Ler
The Monthly Macro Outlook Video - March 2025
Global Macro Research
The Monthly Macro Outlook Video - March 2025

How could potential US tariffs and increased regional spending reshape the Eurozone's economy? Watch Lizzy Galbraith's analysis in our latest video.

3 min Ver
Is the US economy heading for a 'Trumpcession'?
Global Macro Research
Is the US economy heading for a 'Trumpcession'?

Listen to the latest episode of Macro Bytes where we discuss whether the US economic is heading for a recession under President Trump amid elevated uncertainty, federal job cuts, and higher tariffs.

32 min Ouvir
Trump scenarios: What has changed?
Global Macro Research
Trump scenarios: What has changed?

We’ve increased the tariffs we expect in our ‘Trump 2.0’ base case and in our ‘Trump unleashed’ downside scenario, having previously marked up the probability on the latter. Accordingly, we see our ‘Trump delivers for markets’ upside scenario as less likely to occur.

1 min Ler
Can Friedrich Merz solve Germany's problems?
Global Macro Research
Can Friedrich Merz solve Germany's problems?

Join us for our latest episode as we explore the results of Germany's national elections and their implications for the country's future, including coalition talks and economic challenges.

26 min Ouvir
China Tech: DeepSeek and beyond
Global Macro Research
China Tech: DeepSeek and beyond

Discover how DeepSeek lifts the lid on China's technological advancements. You may be surprised by the country’s quiet progress in recent years. Read on to find out more.

5 min Ver
German election: CDU/CSU-SPD coalition likely, but there are hurdles to debt brake reform
Global Macro Research
German election: CDU/CSU-SPD coalition likely, but there are hurdles to debt brake reform

Friedrich Merz is very likely to head a new government that is more stable than the outgoing one and focused on a more growth-friendly policy agenda. However, the composition of the Bundestag makes reform of the debt brake to increase defence spending difficult, and the German economy will continue to face economic headwinds.

1 min Ler
Can Germany's next government restore its competitiveness
Global Macro Research
Can Germany's next government restore its competitiveness

Sunday’s elections will very likely result in a change of government, with CDU leader Friedrich Merz the probable incoming chancellor.

1 min Ler
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