In Credit Weekly Snapshot – April 2021
Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – February 2021
Our fixed income team provide their weekly snapshot of market events.
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.
Covid-19 vaccines, lockdowns and equities
With the Covid-19 case count rising rapidly across the United States and Europe, the immediate economic outlook associated with renewed lockdowns is turning darker.
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.
