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Central BanksInflation Volatility In A New Regime: Consequences for Central Banks and MarketsFrequent supply shocks have stoked inflation volatility, raising implications for central bank policy and creating a compelling environment for fixed income.
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Emerging MarketsGCC Project Bonds: Opportunities in the Post-War Infrastructure BuildoutWith the region facing a heavy cost of reconstruction, GCC project bonds may become one of the faster-growing corners of EM fixed income and potentially could serve as a contributor to alpha generation going forward.
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MacroeconomicsDot Dismissal: Scenario Analysis in a Regime-Changing WorldIn a world where macro regimes can abruptly switch, point forecasting is becoming obsolete. Our scenario-based approach aims to turn regime change into a source of alpha rather than vulnerability.
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