Market insights

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The US healthcare sector’s positive earnings releases are currently overshadowed by intense political debate over the future of the entire healthcare system.

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Corporate bonds have enjoyed a good start to 2019. Following the substantial derating of the asset class last year, the market has rebounded as many had hoped. “Global credit markets gained crucial support from the US. The pause in interest rate hikes announced by the Fed steadied the market’s nerves. The combination of a shift away from tight US monetary policy and the persistent environment of low interest rates globally makes corporate bonds particularly attractive in the asset allocation matrix at the moment”, comments Oliver Reinhard, Senior Portfolio Manager at Fisch Asset Management in Zurich.

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Fisch CEO Philipp Good gives his outlook on the GCC fixed income markets, including on bond issuance, investor demand and the impact of oil prices.

Read the interview on Zawya.com.

 
With Jair Bolsonaro’s election, Brazil avoided the worst-case scenario from a market’s perspective, the potential return of the Workers Party to power. Now, the question in our minds is what a Bolsonaro administration will really entail.

 
Volatility has returned to oil markets and we believe it is here to stay in the short- to medium-term. In the past five weeks, global crude oil prices have moved from 4-year highs into a bear market.