US high-yield: Embracing credit divergence,...
The US high-yield bond market has moved up in quality. We believe healthy fundamental and technical factors in 2026 will…
16/02/26
Fixed income
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Article
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Article
Quant investing in 2026: Data,...
Quantitative investing has entered a new phase. While systematic investing has been part of global markets for decades, the environment…
13/02/26
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Article
Why choose euro fixed income?
Euro fixed income has a wide range of performance drivers that can enhance portfolio diversification. Credit spreads are tight, but…
12/02/26
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Video
What’s the outlook for US...
Growth forecasts for 2026 are generally being revised up for US companies as the benefits of deregulation and fiscal measures…
06/02/26
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Article
Monthly Market Views: Japanese yields...
Japanese government bond yields have been on the rise, with 10-year issues hitting 2.35% on 20 January. There are numerous…
05/02/26
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Article
Multi-Asset Views – No need...
These are the core investment decisions from this month’s report on our multi-asset investment views. Staying overweight on global equities…
02/02/26