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6 October 2026
Fixed income
In Credit Weekly Snapshot – Move it
Bond markets are moving to a beat that equity markets have yet to hear. The MOVE Index has surged while the VIX remains near its lows – a divergence that has historically preceded broader risk repricing.
6 October 2026
Fixed Income - High Yield
Navigating the rate repricing: European short-term high yield
With inflation sticky, interest rates rising and volatility elevated, investors could consider short-term European high yield in order to stay invested while reducing exposure to duration risk.
5 October 2026
Multi-Asset
Market Perspectives: Déjà vu – another bond sequel
Government bond yields are rising again – but this is not simply a repeat of 2022. We consider what fiscal pressures, inflation uncertainty and higher borrowing costs could mean for bonds, equities and portfolio positioning.
