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UK autumn budget preview: the big gilt trip
UK autumn budget preview: the big gilt trip
7 November 2025
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
The resurgence of financial deregulation: implications for markets and investors
6 November 2025
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
In Credit Weekly Snapshot – A solid bond in your heart
4 November 2025
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.
Active ETF Glossary
Active ETF Glossary
4 November 2025
Weekly Perspectives: China - playing your cards right
Weekly Perspectives: China - playing your cards right
3 November 2025
We focus on China and two key events from the past few weeks that are likely to shape the outlook going forward.
Luke Copley
Luke Copley
3 November 2025
Bond investors join the AI infrastructure boom
Bond investors join the AI infrastructure boom
31 October 2025
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.
Richard Gross
Richard Gross
30 October 2025
Julie Frisoli
Julie Frisoli
30 October 2025
Marc Zeitoun
Marc Zeitoun
30 October 2025
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UK autumn budget preview: the big gilt trip
UK autumn budget preview: the big gilt trip
7 November 2025
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
The resurgence of financial deregulation: implications for markets and investors
6 November 2025
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
In Credit Weekly Snapshot – A solid bond in your heart
4 November 2025
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.
Weekly Perspectives: China - playing your cards right
Weekly Perspectives: China - playing your cards right
3 November 2025
We focus on China and two key events from the past few weeks that are likely to shape the outlook going forward.
Bond investors join the AI infrastructure boom
Bond investors join the AI infrastructure boom
31 October 2025
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
US asset-backed securities: the basics
30 October 2025
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
In Credit Weekly Snapshot – Crude intentions
28 October 2025
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.
Asset Allocation update - October 2025
Asset Allocation update - October 2025
22 October 2025
Despite lingering questions around their legality and (lagged) potential
impact on US inflation, financial markets appear to have moved swiftly on from tariffs.
Battling the elements: will climate change reshape defence spending?
Battling the elements: will climate change reshape defence spending?
21 October 2025
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
In Credit Weekly Snapshot – Up, up and away
21 October 2025
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.
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