This page is dedicated to research articles on primary fixed income markets. For further information please contact Dan Barnes.
RATINGS & ANALYSIS
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 analytics tools by the ‘Claude’ AI services provider, Anthropic. Market...
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 being taken private by Blackstone and TPG for US$18.3 billion.
Also...
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 Liberation Day for both 2025 and 2026. We still think...
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 of Saudi Arabia, the UAE, South Africa, Turkiye, and Kazakhstan,...
