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Fixed Income

  • 23/06/2021
    Credit Pulse: Three years of Unconstrained Credit – 18 June 2021
    Andrew Jackson
    In our special Unconstrained Credit-focused edition of Credit Pulse, Dan Churchouse, Head of UK Wholesale, is joined by the Fund’s portfolio managers as they mark its three-year anniversary.
  • 21/06/2021
    It’s not easy being green: analysing corporate treatment of carbon-intensive activities
    Mitch Reznick
    Companies are recognising the benefits of being seen as a decarbonisation leader.
  • 07/06/2021
    Views from the credit desk: Bullish and Bearish Cases
    Anna Chong
    In our latest Credit Pulse we consider the case for bullishness and bearishness about corporate conditions and the global economy, and suggest ways that credit investors can act on either sentiment.
  • 01/06/2021
    Looking below the surface: 360°, Q2 2021
    Andrew Jackson
    What is our current view of fixed income markets? And where do we see the best relative value?
  • 27/05/2021
    Infinity and beyond banks: the never-ending battle between old money and big tech
    Filippo Alloatti
    Fiorino examines the tussle between banks and the increasingly belligerent Big Tech sector.
  • 27/05/2021
    Credit Pulse: market update – 21 May 2021
    Anna Chong
    In this latest dynamic debate in our Credit Pulse series, we ask: What is the bull case for markets versus the bear case? How cautious do investors need to be?