In Credit Weekly Snapshot – Stuck in the middle with you
Core government bond markets are onlookers as equity markets are buffeted by AI uncertainty, with the US 10-year Treasury range-bound.
In Credit Weekly Snapshot – Slow dancing in a burning room
The US dollar has hit a post-2022 low and some countries are reducing their exposure.
Riding the multi-year waves of AI investment
The real story of artificial intelligence (AI) is the multi‑year progression of capital flows that will define which companies lead, when they lead and why.
In Credit Weekly Snapshot – Fool’s gold
We’ve seen extraordinary moves in precious metals recently. The same can’t be said for Bitcoin.
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.
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.
In Credit Weekly Snapshot – It’s not easy being Greenland
US ambitions in Greenland, and the subsequent levying of tariffs on nonsupportive European nations, have dominated headlines.
Why investors should choose active for fixed income
Passive fixed income strategies may look efficient, but their structural flaws have long created opportunities for active managers to shine.
In Credit Weekly Snapshot – Hi ho silver lining …
The price of the precious metal is rapidly rising due to its use in solar panels and, more importantly, defence products, with China having control over much of the market. Elsewhere, Fed independence was back in the news. Read on for a breakdown of fixed income news across sectors and regions.
In Credit Weekly Snapshot – Leaving on a jet plane
A spectacular start to 2026 saw the Venezuelan president whisked off to jail in the US, which caused a spike in bond prices. We wrap up the end of 2025 and focus on what’s to come in 2026. Read on for a breakdown of fixed income news across sectors and regions.
