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.
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.
Office-working: long-term symptoms or full recovery?

With the advent of the Covid-19 pandemic, millions of office workers worldwide were forced to work from home (WFH) for the majority of 2020.
In Credit Weekly Snapshot – March 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.
Coronavirus highlights fixed income’s potential for impact investing

Investors are increasingly seeking investments with a positive impact, and the surge in Covid-19 bond issuance in 2020 indicates that fixed income is the asset class well-positioned to deliver positive social outcomes.
In Credit Weekly Snapshot – January 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.