We remain modestly risk-on as our above-consensus view on US growth this year still favours risk assets over bonds.
Sovereign Credit
Filter content
Tag
Region
Research Briefing
We expect El Salvador to avoid default in 2023, but unsustainable public debt and dangerously low reserves will trigger restructuring...
Research Briefing
The pieces are almost in place for a high conviction OW on Asian local currency debt, but not quite. Indeed, we maintain a...
Research Briefing
The question of debt restructuring is becoming a more pressing one: in recent weeks, a number of African sovereigns have...
