Eurozone bonds – On the...
We expect the net effects from the US trade tariffs to be disinflationary. Downward price pressures from the direct hit…
18/07/25
Fixed income
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Article
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Article
US fixed income – Reasons...
Developed market interest rates remained generally range bound in the second quarter. The US economy can be expected to pivot…
17/07/25
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Graph
Graph of the Week –...
A recent study by the Bank of International Settlements has underlined the surge in issuance of green bonds: the market…
10/07/25
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Article
Weekly Market Update – The...
Despite conflict in the Middle East and risks of trade wars, yields of US Treasuries have risen while the US…
02/07/25
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Article
Monthly Market Viewpoint – Accelerating...
The dominance of the technology sector in US equity market returns was a key theme in 2024 with the rise…
01/07/25
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Podcast
Talking Heads – Have green...
Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. Investors have adopted the…
01/07/25