Glimpses of light at the tunnel’s end
2020 altered the high yield universe, but fears of high levels of corporate defaults proved unjustified. The resulting landscape should be set for steady returns in 2021.
Money for nothing, and VIX for free.
Our fixed income team provide their weekly snapshot of market events.
What the US election means for markets… and what it doesn’t!
The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.
Gareth Simmons
Meanwhile… back in the range
Our fixed income team provide their weekly snapshot of market events.
Downgrades, defaults and dispersion: Covid and credit
It is becoming more difficult to find an ‘average’ bond. As economic uncertainty increases, the dispersion widens, creating opportunity for an active manager
Summer slumber soothes markets
Our fixed income team provide their weekly snapshot of market events.
Why Covid-19 will put the bond market rally back on track
“We are living in extraordinary times. Not since the Spanish Flu pandemic of 1918
have so many lives around the world been at risk from an infectious disease.
The response from governments and central banks has been equally extraordinary.”
In Credit – Weekly Snapshot – July 2020
Our fixed income team provide their weekly snapshot of market events.
Good as gold.
Our fixed income team provide their weekly snapshot of market events.
