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2 February 2026
Multi-Asset
Multi asset
Market Perspectives: Did the Federal Reserve just turn more hawkish or dovish?
Market Perspectives: Did the Federal Reserve just turn more hawkish or dovish?
This week we focus on the US Federal Reserve (Fed). We explore looming changes in leadership and a pause in rate.
29 January 2026
Fixed income
EU risk retention rules – implications for US securitised credit investors
EU risk retention rules – implications for US securitised credit investors
The US dominates the global securitised market, and although European rules do reduce the scope of availability, it's still a trillion-dollar universe.
27 January 2026
Fixed income
In Credit Weekly Snapshot – Enough is enough
In Credit Weekly Snapshot – Enough is enough
The Japanese yen was in the spotlight this week, with the exchange rate prompting ‘verbal intervention’ by the US and speculation that physical intervention – from both the US and Japan – will follow.
