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Einblicke

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Jan 09, 2026

Corporate Credit Snapshot - January 2026

Global credit generated mixed returns in December. In the US, the Federal Reserve cut policy rates for the third time in a row but signaled more caution around further rate cuts. The European Central Bank (ECB) remained on hold once again, while ECB Executive Board Member Isabel Schnabel made hawkish comments which helped to push longer rates higher.

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Dec 17, 2025

All-weather resilience - 2026 emerging markets outlook

Emerging market credit enters 2026 supported by easing geopolitical risks, stable fundamentals and relatively appealing valuations, offering selective investment opportunities argues Warren Hyland.

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Dec 16, 2025

Roll down and Carry on - Credit investing in 2026

Tight credit spreads and strong fundamentals support disciplined positioning, favouring carry and high yield exposure to capture returns while managing risk, argue Erick Muller, Mike McEachern and Tatjana Greil-Castro.

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