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Fixed Income

  • 24/01/2022
    China Property: are the new rules on escrow accounts a buy signal for offshore bonds?
    Robin Usson
    New escrow rules could mark inflection point Chinese property has been waiting for
  • 21/01/2022
    Fixed Income Update: 21 January 2022
    Eoin Murray
    Eoin Murray, Head of Investment, is joined by the senior members of the Fixed Income team to introduce the succession plan.
  • 21/01/2022
    Fiorino: Wormhole intelligence shows investors pulled in different directions by market gravity over 2021-22
    Filippo Alloatti
    Coming to you from the future, Fiorino looks back and forward at 2021 and 2022 in an alternative take on financial markets...
  • 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?