Market insights

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After initially escaping unscathed, Brazil has now been targeted by US President Donald Trump’s tariff measures. Nevertheless, there are numerous reasons why the country remains an attractive investment case.

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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.