Fixed income absolute return investing...
Our approach to fixed income absolute return investing aims to generate positive returns over an economic cycle regardless of conditions.…
17/04/25
Fixed income
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Article
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Article
Moderating inflation keeping ECB on...
The eurozone economy is facing a dramatic increase in macroeconomic uncertainty. Changes in US foreign policy are forcing a re-think…
17/04/25
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Article
Sustainable bonds hit $1tn in...
A total of $1 trillion worth of sustainable bonds was issued in 2024 with the bulk going to green bonds.…
14/04/25
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Graph
Graph of the Week –...
Following US President Donald Trump’s postponement of high imports tariffs on most nations for at least for 90 days on…
11/04/25
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Podcast
Talking Heads – The case...
A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweight in…
08/04/25
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Podcast
Talking Heads – Thinking about...
European securitised assets, backed by loans, mortgages and other categories of (consumer) credit as collateral, offer investors a source of…
02/04/25