Graph of the week –...
The underperformance of eurozone government bond markets, slightly negative in the third quarter compared to +1.6% for US Treasuries (in…
03/10/25
Fixed income
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Graph
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Article
Opportunities in a volatile world
The world is not standing still. The transformative powers of artificial intelligence and other technological innovations are upending both business…
02/10/25
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Article
Weekly Market Update – Riding...
The swing in the US Federal Reserve’s preoccupation from tariff-induced inflation risk to labour market weakness – and the consequential…
25/09/25
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Article
Why opportunities to diversify within...
Both interest rates and credit spreads influence bond performance. Both are typically negatively correlated, providing attractive diversification potential for fixed…
23/09/25
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Article
Why today’s markets favour absolute...
Market conditions have been characterised by stubbornly high inflation trends, sharp interest rate swings, and heightened geopolitical tensions. This increased…
23/09/25
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Article
European high-yield bonds: resilience and...
After a period of strong performance, uncertainty in early 2025 appeared to pose a threat to Europe’s high-yield bond sector.…
23/09/25