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Fixed Income

  • 20/12/2021
    Inflation: what if they are wrong?
    Fraser Lundie
    As our portfolio managers share their views on inflation, we ask if it's time for investors to think the unthinkable
  • 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...
  • 14/12/2021
    What is driving the sudden spate of telecoms buyouts and is it good for investors?
    Joe Howes
    The problem child of the equity market – European telecoms - is the target of a sudden spate of buyouts. Joe Howes, Credit Analyst, lifts the veil on what’s driving interest in this unloved sector and what it means for investors?
  • 10/12/2021
    Credit Pulse: market update – 10 December 2021
    Fraser Lundie
    In this Credit Pulse, we use financials to analyse the market and look at how structured credit has behaved in 2021. Learn how the team is positioned to tackle the challenges the new year presents.
  • 06/12/2021
    Focusing on the evidence: 360°, Q4 2021
    Andrew Jackson
    In our latest edition of 360°, Andrew 'Jacko' Jackson and his team of specialist investors consider the areas that have the potential to deliver superior risk-adjusted returns..
  • 01/12/2021
    Does the end of China’s love affair with property spell heartbreak for investors?
    Robin Usson
    Investors will be profoundly impacted by what the Chinese property sector does next