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1 September 2026
Global investment solutions
LDI market review and outlook August 2026 – plus ça change, plus c'est la même chose
If this sounds like a broken record that is because it is – the Strait of Hormuz has dominated global headlines since the end of February with no resolution in sight, albeit with a brief fillip for markets during the Memorandum of Understanding in mid-June until that fragile ceasefire failed to hold.
25 August 2026
Fixed income
In Credit Weekly Snapshot – Take it to the limit (one more time)
US debt has reached $40 trillion, up by about a third in less than five years. The Treasury has tried to contain long-end pressure, but investors remain sceptical.
18 August 2026
Fixed income
In Credit Weekly Snapshot – If I could turn back time
The US 30-year Treasury yield is at its highest since 2001. Although the level is
not extreme historically, the speed of the rise is.
