Assessing credit markets as they respond to proposals for increased fiscal spending in Germany and a tonal shift at the ECB.
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Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
A look at seasonal patterns in high yield and prospects for the coming months.
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
Brent Olson and Tom Ross view high yield bonds as offering a comfortable drive for now but expect more difficult terrain later in 2025.
Exploring reasons why high yield retains attractions within a diversified portfolio.
Corporate bond valuations are rich but arguably justified by strong credit fundamentals.
Labour’s promise to deliver 1.5m homes over five years is set to boost housing associations, but dispersion within the sector is set to increase.
The French President’s surprise calling of a snap election in response to a stronger showing from the far right in the European election has driven volatility in French bonds. Hear from Janus Henderson’s credit team on whether this represents an opportunity or risk.
The conditions that have buoyed credit markets in recent months look set to continue.