Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
Neudefinition der Wertschöpfungskette und der Rolle der Eisenerzkonzerne
Our fixed income team provide their weekly snapshot of market events.
In Europe, a June cut is likely – but what about the UK and US?.
The sector has gone from being one of the riskiest in Europe to among the safest – an excellent example of the situations we look for, and that our deep research and bottom-up approach allows us to benefit from.
Higher default rate in European High Yield driven by a growing trend of aggressive liability management activity among over-levered issuers, increasing the risk of balance sheet restructuring events.
Nachdem die Beschäftigungszahlen in den USA am Freitag schwach ausfielen, rücken Zinssenkungen wieder ins Sichtfeld.
Our quarterly snapshot of current real estate market trends.
The need to decarbonise is driving innovation in the steel sector, which in turn is reshaping the global value chain for one of its key inputs – iron ore.
2013’s disaster served as a wake-up call to the garment industry. How have factory conditions changed and how are we tackling related risks through engagement?