In Credit Weekly Snapshot – 12 August 2024
No winners in the Thames Water travails
As an arms-length owner of Thames Water could HM Government improve operational performance and deliver benefits to UK taxpayers?
In Credit Weekly Snapshot – 5 August 2024
In Credit Weekly Snapshot – July 2024
Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – 29 July 2024
Dispelling the myths around emerging market debt
Emerging markets today bear little resemblance to those rocked by financial crises in the 1980s and 1990s, with the asset class diversified across geography, investment grade, high yield, sovereigns and corporates
EMEA Investment grade outlook, H2 2024
Inflation is finally coming down, central banks are poised to cut rates, and credit spreads have withstood volatility in government bonds. So where do we see things going from here?
Why we’ve said ‘auf Wiedersehen’ to Deutsche Bank
The bank had a culture problem, but when it began to embark on a period of restructuring, we were interested. Here’s how our fundamental research helps unearth investment opportunities.
Investment grade: attractive yields with lower risk profile
The asset class is in a fundamentally good place, with the past few years seeing index yields rise to 5.5% – competing quite well with asset classes such as equities.
In Credit Weekly Snapshot – June 2024
Our fixed income team provide their weekly snapshot of market events.
