Market insights

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Rising liquidity, moderate economic growth and contained inflation continue to underpin risk assets. While the looming increase in the US debt ceiling poses a potential threat, the current backdrop remains constructive. Corporate and convertible bonds are particularly well-positioned.

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Despite ongoing geopolitical risks and tariff rhetoric from President Trump, the high-yield market has demonstrated notable stability. Strong underlying fundamentals, low default rates, and historically short duration continue to create an attractive environment for investors.

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Signs of easing have emerged in the trade dispute between the United States and China. Although President Donald Trump is presenting the agreement as a triumph, it was in fact Washington that was forced to make concessions.

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As the stock market euphoria fizzles and global trade rhetoric takes centre stage, convertible bonds are quietly making their comeback as a top-performing, resilient asset class. In our new report, we go about debunking some of the most common myths about the CB asset class, while also presenting the current investment case.

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Beijing is strategically seizing the moment in the ongoing trade war with the US, such as strengthening its domestic economy and courting new allies. Meanwhile, Donald Trump faces growing political pressure at home, and time may ultimately work in China’s favour.