Social norms: the growing bond market that is increasingly delivering impact

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The growth in the breadth and depth of the social bond market is impressive, but there’s still more to come.

Implications of Zambia’s Sovereign Debt Restructuring 

Waterfall

A landmark deal for Zambia as agreement was reached on restructuring its $6.3bn debt. We explore what it means for other defaulters

Navigating China’s property sector: growth, turmoil and outlook

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The future of China’s real estate market remains uncertain, depending on economic factors, policy interventions and market sentiment

Gilt-edged opportunities

City skyscrapers visible through clouds

UK government bonds are cheaper than US treasuries despite a slightly higher US base rate. What does this mean for investors?

The Asian Monetary Fund: Just talk or potential reality?

Chinese flag outside Embassy

In the current geopolitical environment, an AMF could give Asian countries a stronger voice in decision-making processes.

European high yield: impact from rising rates is so far relatively muted

Family playing on console

Credit metrics should remain healthy through 2024, even as revenues and earnings growth are likely to slow as the macro backdrop starts to bite.

European Utilities: as good as it gets…

Powerlines and Wind turbines

Explaining why we’ve improved the European Utilities sector fundamental score from Neutral to Positive.

A unique lens on banks and net zero

Shadow of plane over solar panels

How are financial institutions embracing the energy transition and managing climate change risks, and what are the opportunities presented by the decarbonisation process?

Through the windshield: rate hikes and borrowing costs for investment grade companies

Tractor in field

The impact of rate hikes and borrowing costs on investment grade companies

Threadneedle (Lux) European High Yield Bond Update

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Wie hat sich das Jahr 2023 bisher entwickelt, welche Trends haben sich aus dem Jahr 2022 fortgesetzt, und wie positionieren wir uns im weiteren Jahresverlauf?