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In Credit Weekly Snapshot – Give peace a chance
In Credit Weekly Snapshot – Give peace a chance
14 October 2025
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.
Weekly Perspectives: Déjà vu in France…How long will this government last?
Weekly Perspectives: Déjà vu in France…How long will this government last?
13 October 2025
France’s political backdrop remains uncertain but what are the implications for its equity and bond markets?
Active ETFs: the next evolution in portfolio construction
Active ETFs: the next evolution in portfolio construction
9 October 2025
The narrative is shifting - active ETFs are a structural evolution in how portfolios are built, managed and optimized for performance.
In Credit Weekly Snapshot – Walls come tumbling down
In Credit Weekly Snapshot – Walls come tumbling down
7 October 2025
The dollar share of global FX reserves declined again in Q3 and, with the US government once again entering shutdown, yields dropped across the curve. Read our weekly snapshot of global fixed income markets.
Weekly Perspectives: Navigating the US government shutdown
Weekly Perspectives: Navigating the US government shutdown
6 October 2025
This week I will be talking about the US government shutdown and whether it is truly a problem for financial markets.
Ryan Osborn
Ryan Osborn
2 October 2025
Jason Callan
Jason Callan
2 October 2025
In Credit Weekly Snapshot – Wind of change
In Credit Weekly Snapshot – Wind of change
30 September 2025
As Germany passes its budget, the country is spearheading a new – possibly permanent – era of defence spending by NATO countries. Elsewhere, US and UK government bond yields crept higher. Read our weekly snapshot of global fixed income markets.
Weekly Perspectives: Japan at a crossroads?
Weekly Perspectives: Japan at a crossroads?
29 September 2025
This week we are looking at Japan – a country that's going to be in focus at the end of the week thanks to upcoming elections.
Thames River Capital LLP - Pillar 3 Disclosure 2025
Thames River Capital LLP - Pillar 3 Disclosure 2025
29 September 2025
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In Credit Weekly Snapshot – Give peace a chance
In Credit Weekly Snapshot – Give peace a chance
14 October 2025
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.
Weekly Perspectives: Déjà vu in France…How long will this government last?
Weekly Perspectives: Déjà vu in France…How long will this government last?
13 October 2025
France’s political backdrop remains uncertain but what are the implications for its equity and bond markets?
Active ETFs: the next evolution in portfolio construction
Active ETFs: the next evolution in portfolio construction
9 October 2025
The narrative is shifting - active ETFs are a structural evolution in how portfolios are built, managed and optimized for performance.
In Credit Weekly Snapshot – Walls come tumbling down
In Credit Weekly Snapshot – Walls come tumbling down
7 October 2025
The dollar share of global FX reserves declined again in Q3 and, with the US government once again entering shutdown, yields dropped across the curve. Read our weekly snapshot of global fixed income markets.
Weekly Perspectives: Navigating the US government shutdown
Weekly Perspectives: Navigating the US government shutdown
6 October 2025
This week I will be talking about the US government shutdown and whether it is truly a problem for financial markets.
In Credit Weekly Snapshot – Wind of change
In Credit Weekly Snapshot – Wind of change
30 September 2025
As Germany passes its budget, the country is spearheading a new – possibly permanent – era of defence spending by NATO countries. Elsewhere, US and UK government bond yields crept higher. Read our weekly snapshot of global fixed income markets.
Weekly Perspectives: Japan at a crossroads?
Weekly Perspectives: Japan at a crossroads?
29 September 2025
This week we are looking at Japan – a country that's going to be in focus at the end of the week thanks to upcoming elections.
US dollar dominance: Playing Jenga with the global monetary system
US dollar dominance: Playing Jenga with the global monetary system
24 September 2025
Assumptions underpinning the dollar’s role as the world’s primary reserve currency are increasingly eroding. What if the tower starts to fall?
AI research trip reaffirms bullish outlook
AI research trip reaffirms bullish outlook
23 September 2025
How AI is driving innovation and growth across a range of industries.
Weekly Perspectives: The Fed has started cutting rates, but how far can they really go?
Weekly Perspectives: The Fed has started cutting rates, but how far can they really go?
22 September 2025
This week we are focusing on US interest rates – what changed last week and what we think is going to happen from here.
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