Credit Threads Thoughts on the second half of 2022
It's been a tumultuous six months in markets, with some of the worst performance since the 1980s. So what now for central banks trying to tackle inflation, what are the red flags we're seeing and what...
28 Heinä 202233min
Credit Threads: Nowhere to hide
The first quarter of 2022 has seen fixed income markets experience an atypical correlation tantrum, with negative returns across regions and sectors. We speak to Gene Tannuzzo, Global Head of Fixed In...
17 Maalis 202227min
UK equities: it's all to play for!
We talk to Richard Colwell, Head of UK Equities, and Jeremy Smith, Portfolio Manager and Head of UK Research, about the much-maligned UK market, the themes, opportunities and challenges playing out th...
7 Helmi 202238min
Outlook 2022: a year of considerable change
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
22 Joulu 202118min
Emerging market equities: an exciting universe
Emerging markets are much changed from a decade ago. We talk to Dara White, Head of Global Emerging Markets Equity, and Derek Lin, Portfolio Manager and China specialist, about the major themes drivin...
2 Joulu 202132min
Credit Threads: Central banks take center stage
How should investors think about inflation and less accommodative monetary policy? In this episode of Credit Threads we discuss the US Federal Reserve and its intention to taper its asset purchases, a...
29 Loka 202127min
Credit Threads: Consumer balance sheets
In this episode of Credit Threads, we discuss the outlook for consumers and the ways bond investors can find opportunities in consumer debt. Featuring: Jason Callan, Senior Portfolio Manager, Head of ...
23 Syys 202124min
