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19 November 2025

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

Has QT pushed up gilt yields? Yes ... and more than the BoE would admit

The Bank has been selling bonds accumulated during quantitative easing. We look at the figures to see just how much prices have been affected.
19 November 2025

Natalia Luna

Senior Investment Analyst, Sustainability Research

Vicki Bakhshi

Director, Responsible Investment

Evaluating the impact of the energy transition: Our systematic view of risks and opportunities

The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying economics.
18 November 2025

In Credit Weekly Snapshot – Top of the world

From the relationship between democracy scores and flagpole height, to government bond yields and budget machinations, it was a busy week in fixed income. Read on for a roundup of news across sectors and regions.