What now for Germany, Russia and Nord Stream gas?
With questions over how or if Nord Stream 1 will re-open this week, we look at Europe’s reliance on Russian imports, what this means for the market now and in the coming winter, and what Germany in particular could do about it
In Credit Weekly Snapshot – June 2022
Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – May 2022
Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – April 2022
Our fixed income team provide their weekly snapshot of market events.
Investment team updates – Market updates 1 April 2022
Latest news from around the investment desks.
In Credit Weekly Snapshot – March 2022
Our fixed income team provide their weekly snapshot of market events.
CIO outlook: market volatility, oil and interest rates
Russia’s invasion of Ukraine has put markets on edge. With a high level of uncertainty and rising commodity prices, will central banks change their plans on rate increases?
Credit Threads: Nowhere to hide
The first quarter of 2022 has seen fixed income markets experience an atypical correlation tantrum, with negative returns across regions and sectors. We speak to Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneedle Investments; Alasdair Ross, Head of European Fixed Income; and Brian Lavin, Head of High Yield, to find out why they are behaving this way.
Solutions Enhanced: Capital Market Assumptions 2022 Making a transition
The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.
Investment team updates – Market updates 4 March 2022
Latest news from around the investment desks.
