海外研报
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Weekly commentary
Leaning into income in fixed income• Total income has returned to credit thanks to higher-for-longer interest rates.We prefer pockets of credit where investors are better compensated for risk.
海外研报
2024年07月04日
The Pulse of the Market Monitoring Earnings, The Rotation Trade, and The Pullback
In Pulse, we tackle hot topics and updates on our high frequency indicators. The three big things you need to know: First, earnings season has been fine so far, and what we’ve read has
海外研报
2024年07月30日
Hong Kong: Retail sales rose in June
On a month-over-month basis (seasonally adjusted), Hong Kong retail salesincreased in June (+1.7% in value terms, +1.4% in volume terms). Sales value rose
海外研报
2024年08月02日
Will the great unwind continue?
Market HighlightsMonday 5 August was a monumental day for markets. The Nikkei fell 12% which was the largest 1 day decline since 1987, the S&P500 fell 3% to end the day with the largest intra-day
海外研报
2024年08月07日
Taking stock after the surge in market volatility
Deeper DiveMarkets have given investors a rollercoaster ride over the past week. Arisk-off move in markets gathered pace at the start of last week as an
海外研报
2024年08月14日
