Ratings & Analysis: Cautious optimism for Hungary following Magyar win
Following the estimated 53.6% victory of the Tisza party in Sunday’s election, led by Peter Magyar, the market is establishing its expectations for the...
Ratings & Analysis: South Korean govies join FTSE WGBI
South Korea will be phased into the FTSE World Government Bond Index (WGBI) from April.
Indexation will take place over eight months in eight equal...
Ratings and analysis: Bank of America says fund managers are no longer “frothy bulls”
In its fund manager survey release on 17 march, Bank of America describes fund manager sentiment as declining to six-month lox six months low.
Iran,...
Ratings & Analysis: Fitch warns of Middle East sovereign downgrades
Sovereign ratings in the Middle East have the scope to withstand a short regional conflict, Fitch Ratings has said – but further escalation and...
Ratings & Analysis: Fitch reduces Japan risk outlook but warns of shocks with IMF
Japan’s Prime Minister Sanae Takaichi ran on election policies of economic growth and cost-of-living support. With a supermajority in the Lower House and the...
Ratings & Analysis: AI comes for credit ratings
Credit rating agencies are facing the threat of AI, with their share prices taking a major hit this week following the release of new...
Ratings & Analysis: S&P records year’s first fallen angel
S&P Global Ratings has claimed its first fallen angel of the year. Medical device manufacturer Hologic dropped from B+ to BBB- last week, after...
UBS AM: Fixed income is starting to price better growth outcomes
By Evan Brown and Meena Bassily of UBS Asset Management
Consensus growth forecasts for the US and other advanced economies have been
repeatedly revised higher since...
Ratings & Analysis: S&P predicts a strong 2026 for EM EMEA insurers
Insurance markets in emerging EMEA markets will remain strong in 2026, according to S&P Global Ratings predictions.
The creditworthiness of insurers in these markets, consisting...
Ratings & Analysis: S&P Global taps Snowflake connectivity for private markets investors
Private markets investors are now able to input data from S&P Global’s iLEVEL portfolio monitoring platform directly into their Snowflake environments.
Investors will be able...
