Investment Themes Primary Deals & Themes

Daily Bond New Issue, April 29

New Issue Recap Cur Issuer / Obligor Rating (M/S/F) Tenor / Maturity IPG / FPG Rank Denoms (k) Nature Price Guidance Yield (%) USD ST Engineering RHQ Ltd. AAA / / 5Y T+85 BPS AREA / Senior Unsecured 200 x 1 Live Deal 4.66 USD Korea Ocean Business Corporation Aa2 / / AA- 5Y CT5+…...

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Investment Themes Research

How Do FIs See It? One Read to Master Every Major Institution’s Weekly Market Playbook

Report Date: April 28, 2025 BlackRock underscores economic resilience, T. Rowe Price flags volatility, JPMorgan projects steady growth, and John Hancock urges caution over trade disruptions. Summary This executive briefing consolidates market outlooks from BlackRock, T. Rowe Price, JPMorgan, and John Hancock Investments.BlackRock emphasizes resilient economic growth and cooling inflation, recommending continued equity exposure. T…....

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Investment Themes Primary Deals & Themes

Daily Bond New Issue, April 28

New Issue Recap Cur Issuer / Obligor Rating (M/S/F) Tenor / Maturity IPG / FPG Rank Denoms (k) Nature Price Guidance Yield (%) USD Kookmin Bank Aa3 / A+ / 3Y T+120 bps area / Senior Unsecured 200 x 1 Live Deal 4.96 USD Xianning Urban Development (Group) Co., Ltd / / 3Y 8% Area…...

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Investment Themes Primary Deals & Themes

Daily Bond New Issue, April 24

New Issue Recap Cur Issuer / Obligor Rating (M/S/F) Tenor / Maturity IPG / FPG Rank Price Guidance Yield (%) USD Nippon Life Insurance Company A3 / A- / 30NC10 7.250% area / Subordinated 7.25 USD KT&G Corporation A3 / A- / 3Y CT3+155bps area / Senior Unsecured 5.4 USD Sumitomo Mitsui Finance and Leasing…...

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2025 Global Market Outlook: Navigating Inflation, Trade Tensions, and Diverging Growth

This article summarizes key insights from four leading institutions on the 2025 global market outlook. J.P. Morgan, Deutsche Bank, UOB, and Allianz Trade have all revised their 2025 global economic forecasts, reflecting a moderation in growth expectations due to persistent inflation, geopolitical uncertainties, and elevated market volatility. J.P. Morgan anticipates strong global growth, supported by U.S. exceptionalism and a resilient dollar, while maintaining a constructive view on credit and equities, but a bearish stance on oil and base metals.

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Research

Gold’s Ascent: Strategic Forecasts Signal Continued Surge Amid Global Uncertainty

Updated: Monday, April 28, 2025 Goldman Sachs forecasts gold at $3,700/oz, UBS sees strong support above $2,500, and HSBC lifts targets amid intensifying geopolitical risks. Summary: Goldman Sachs, UBS, and HSBC have all raised their 2025 gold price forecasts, reflecting a consensus on gold’s bullish trajectory driven by geopolitical tensions, economic uncertainties, and robust central…...

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Investment Themes Research

Oil in 2025: Markets Brace for Geopolitical Whiplash and Demand Headwinds

HSBC lowers Brent forecasts amid trade frictions, UBS sees volatility ahead, and Goldman Sachs warns of geopolitical tremors shaping oil price risks. Summary: This article consolidates the latest oil price forecasts and market assessments from HSBC, UBS, and Goldman Sachs. Key Highlights by Institution: HSBC: UBS: Goldman Sachs: Conclusion: Consensus View: All three institutions agree…...

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Investment Themes

Daily Bond New Issue, April 23

New Issue Recap Cur Issuer / Obligor Rating (M/S/F) Tenor / Maturity IPG / FPG Rank Denoms (k) Nature Price Guidance Yield (%) USD Fuzhou Digital Economy Investment Group Co., Ltd. / / 3Y / 7.00% Senior Unsecured 200 x 1 Live Deal 7.00% USD Hanwha Futureproof Corp. Aa2 / AA / 3Y CT3+130bps area…...

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Investment Themes

Wondering Where To Find An Over 6% Annual Return? Check Out These 15 Investment-Grade Corporate Bonds

With interest rates holding at their highest point in more than 20 years—and 10-Year U.S. Treasury yields sitting well above 4%—corporate bonds are drawing greater interest from investors.In this environment, investors are not only looking for attractive income opportunities but also aiming to strategically reduce their reliance on equities through diversification. ? Recommended Bond List…...

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Investment Themes

How High Can Yields Go? Exploring the Top Returns in Short-Term Investment-Grade Bonds

Why Short-Term Investment-Grade Bonds? Short-term investment-grade bonds provide an attractive balance of lower duration risk, stable credit quality, and strong liquidity. With shorter maturities, these bonds are less sensitive to interest rate changes, making them ideal for risk-averse investors. Their investment-grade status (BBB- and above) ensures stability and a low risk of default, while their…...

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