The de-dollarisation debate
Investors see their short duration positions getting longer this year, with a shift to EM debt, and a multi-decade case for de-dollarisation, attendees at...
Fund managers report more certainty in EM than in developed markets
The key takeaway from the first plenary session at the Fixed Income Leaders Summit in Amsterdam was clear; in 2026, uncertainty has become a...
Investor Demand: BofA finds investors still upbeat despite AI bubble risks
The latest Bank of America ‘European Fund Manager Survey’ has found that investor confidence has returned as stronger growth and sticky inflation creates a...
Investor Demand: Apollo outlines four scenarios for investors
Torsten Sløk, Apollo Global Management’s chief economist, has outlined four key scenarios that investors need to consider potential outcomes of the current trade war...
Investor Demand: BofA sees investor sentiment bounce back in May
The Bank of America Global Fund Manager Survey (FMS) has seen the scaling back of US-China tariffs as a net positive for activity. In...
Mexican bond markets: Keep your friends close
Sitting next to the US in the current trade war meant that Mexico avoided the highest bracket of US tariffs, thanks to its existing...
Implications of Atlanta Fed negative GDPNow score for US credit
The Atlanta Federal Reserve’s GDPNow estimate for real GDP growth in the US hit 2.4% on 6 March 2025, up from -2.8 percent on 3 March,...
US president to oversee financial institution regulation amid deregulation drive
New executive orders signed by US president, Donald Trump, have given him oversight of all US financial regulation, outside of monetary policy, while also...
Rules & Ratings: US rate cuts now challenged by tariff policy
The use of trade tariffs between the US and potentially Mexico, Canada, the European Union and certainly China, which had a 10% tariff imposed...
The Book: BofA DCM team give issuers confidence for financing in 2025
The DESK spoke with Bank of America’s Julien Roman, head of EMEA DCM FIG Origination, Paula Weisshuber, head of EMEA Corporate DCM, and Adrien...
