Credit Threads #1: Financial conditions
In the very first episode of our new fixed income podcast, Credit Threads, our bond specialists discuss how central banks respond to financial conditions, how they impact fixed income investing and how fund managers factor financial conditions into their decision-making.
In Credit Weekly Snapshot – July 2021
Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – June 2021
Our fixed income team provide their weekly snapshot of market events.
Asset allocation update: standing pat
Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.
In Credit Weekly Snapshot – May 2021
Our fixed income team provide their weekly snapshot of market events.
Lessons from the backyard on fiscal policy
Getting the balance correct between short-term relief checks and long-term infrastructure spending is critical.
Fixed income: year-to-date performance summary
As we reach the mid-point of Q2 2021 it seems a good time to sum up fixed income markets year-to-date.
CIO market outlook
CIO William Davies gives his current thoughts on the shape of the recovery, what impact different levels of stimulus and the speed of vaccination campaigns may have in Europe and the US, and which structural trends have been accelerated by the pandemic.
The spectre of rising inflation
With the help of Edward Al-Hussainy, Senior Interest Rate and Currency Analyst, and Adrian Hilton, Head of Global Rates and Emerging Market Debt, the Eye of the Needle team tackles the hot topic of potentially rising inflation, why it might happen, what it would mean for consumers, companies and investors, and how central banks might go about tackling it.
In Credit Weekly Snapshot – April 2021
Our fixed income team provide their weekly snapshot of market events.
