Expecting the unexpected with more...
2025 was widely expected to be a good year for bonds. The US economy seemed to have found a floor,…
25/03/25
Fixed income
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Article
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Article
What to do next now...
2024 was the hottest year on record according to the World Meteorological Organization, and the first calendar year in which…
27/02/25
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Podcast
Talking Heads – Absolute return...
There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey,…
24/02/25
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Graph
Graph of the Week –...
When Germany enshrined a ‘debt brake’ in its constitution in 2009, it was considered a victory for fiscal rectitude. As…
21/02/25
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Article
The new world of private...
The new European Long-Term Investment Funds Regulation (ELTIF 2.0) has created opportunities to invest in private assets through open-ended funds.…
13/02/25
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Article
Euro high-yield – There is...
Over the last two years, the euro high-yield segment has performed well, with relatively low volatility. It has shown resilience…
07/02/25