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
Fixed income
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Graph
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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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Article
Opportunity knocks in Euro high...
Falling interest rates suggest now is the time for investors to refocus on fixed income and away from cash on…
04/04/25
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Article
Capturing diversification with a flexible...
Fixed-income investors have experienced considerable turbulence in recent years, with some still scarred by double-digit declines in credit markets in…
04/04/25
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Article
Capture diversification: Refocus on fixed...
The notion of fixed income as a core asset has been shaken in recent times. A decade of zero interest…
04/04/25
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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