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Fixed Income

  • 16/12/2021
    Re-entanglement: why debt and reality must reconnect
    Filippo Alloatti
    The long-term relationship between credit quality and the global unemployment rate appears to have broken down of late. But why? Fiorino once again probes the debt universe in search of deeper meaning...
  • 19/03/2021
    Delta: Is this a bubble or not?
    Andrew Jackson
    The financial press has been awash with news of bubbles recently. And while governments have pledged to keep interest rates low until a recovery from the coronavirus pandemic is underway, concerns about the inflated price of everything from equities to Bitcoin are beginning to weigh on investor confidence. In the latest episode of Delta, we ask: is all this talk of bubbles nothing but hot air? Are we in a bubble and, if so, is it sure to pop?
  • 18/01/2021
    All eyes on Sustainability this Earnings Season
    Fraser Lundie
    Our dedicated commitment to sustainable wealth creation means we are not only busy forming financial expectations for the upcoming earnings season, but ESG expectations too.
  • 21/12/2020
    A credit investor’s guide to the energy transition
    Andrew Jackson
    What qualities do we seek in the credit profiles of energy companies and how do we engage them to drive change?
  • 16/11/2020
    Industry Insights: how have US homebuilders fared in 2020?
    Anna Chong
    On solid foundations: how US homebuilders fared so far in 2020.
  • 12/11/2020
    Without a ‘Blue Wave’, will US energy companies steer towards a green future?
    Audra Stundziaite
    In the run-up to the US election, many investors had positioned themselves for a ‘Blue Wave’. Yet, as it became clear that Biden’s Presidency would not be accompanied by a majority Democratic senate, oil and gas stocks rallied and renewable energy producer stocks fell. The absence of a senate majority has cast doubt on the now President-Elect’s ability to push through a climate-focused plan that would see an overhaul of federal energy policy and pledge to rejoin the Paris accord.