Ukraine: one year on but no end in sight
A year on from Russia’s invasion of Ukraine we are unfortunately no closer to seeing an end to the war than when the first bombs dropped on 24 February 2022.
Latin America’s left: more bark than bite (mostly)
Latin America’s political landscape has shifted to the left. We ask whether new presidents will be able to deliver on their mandates and assess what the move means for fundamentals.
In Credit Weekly Snapshot – February 2023
Our fixed income team provide their weekly snapshot of market events.
Emerging Markets Debt: Will 2023’s bright start last the course?
With bumper flows so far in 2023 we examine what’s attracting investors to emerging market debt. We explore where we see opportunities and discuss how our portfolios are positioned.
2023 will be a credit-picker’s market
We look at the drivers of investment grade returns in 2023, where the opportunities might lie, Federal Reserve policy and positioning, and emerging industry themes.
In Credit Weekly Snapshot – January 2023
Our fixed income team provide their weekly snapshot of market events.
UK Social Bond Fund
Senior Portfolio Manager Tammie Tang on the launch of this pioneering fund, its objectives and the evolution of the bond market.
European Social Bond – five years old.
Senior Portfolio Manager, Tammie Tang, looks back on how the fund launched, what sets it apart and how the bond market is evolving.
Firmer foundations for China’s property market in 2023
The Chinese property sector has been in the headlines over the past year, and not for the right reasons.
In Credit Weekly Snapshot – December 2022
Our fixed income team provide their weekly snapshot of market events.
