In Credit Weekly Snapshot – Let’s go ‘round again
Are we approaching the end of a rate cutting cycle? There does appear to be a dampening of several key themes, reflected in the dollar finally plateauing a little after a tumultuous 12 months. Read our weekly snapshot of global fixed income markets.
UK autumn budget preview: the big gilt trip
We set out three potential scenarios the chancellor could follow as she attempts to balance the books, and what each might do to bond yields and markets.
The resurgence of financial deregulation: implications for markets and investors
Financial deregulation has re-emerged as a significant theme, creating new opportunities but reopening familiar vulnerabilities
In Credit Weekly Snapshot – A solid bond in your heart
With the UK budget looming, gilts rallied through October – helped somewhat by an interest rate cut. There were also rate moves elsewhere, with the US and Canada cutting, while Japan and the ECB kept things on hold. Read our weekly snapshot of global fixed income markets.
Bond investors join the AI infrastructure boom
The AI infrastructure boom is more than a tech story – it’s a fixed income story. Discover how this capital-intensive transformation is creating new opportunities and risks for bond investors.
US asset-backed securities: the basics
The first in a mini-series of short articles designed to educate readers on asset-backed securities (ABS) and the benefits of investing in the asset class. First up: what it is and how it actually works.
In Credit Weekly Snapshot – Crude intentions
US sanctions against two Russian oil giants saw prices spike, as well as putting upward pressure on bond yields. Elsewhere there is optimism that presidents Trump and Xi will find sufficient common ground for a US/China trade deal. Read our weekly snapshot of global fixed income markets.
Battling the elements: will climate change reshape defence spending?
From jet engines to toll roads, environmental change is reshaping military readiness, infrastructure resilience, and the investment case for the companies that build and maintain such assets.
In Credit Weekly Snapshot – Up, up and away
Government debt continues to dominate discourse, with the IMF predicting that globally it will soon exceed 100% of global GDP. Elsewhere we saw regional bank problems in the US and more trouble for France. Read on for a breakdown of fixed income news across sectors and regions.
In Credit Weekly Snapshot – Give peace a chance
Geopolitics continues to dominate with the welcome news of a ceasefire between Israel and Hamas. This, as well as ongoing tariff threats from the US, had a feedthrough impact on commodity prices. Read on for a breakdown of fixed income news across sectors and regions.
