Update to our asset allocation...
In our multi-asset portfolios, we made a number of shifts in recent weeks including doubling our (modest) position in US…
17/05/24
Fixed income
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Article
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Podcast
Talking Heads – Scoring sovereign...
A growing number of governments and state agencies are turning to the green bond market to fund measures aimed at…
14/05/24
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Article
A new era for bonds
Surging inflation brought an end to the decade-long era of low bond yields. In the decade ahead, we believe bond…
01/05/24
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Article
Fixed Income Outlook – Corporate...
We expect corporate bonds to deliver positive returns in the coming quarters, primarily due to the attractive yields. With money…
24/04/24
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Article
Fixed Income Outlook – Not...
Another higher-than-expected US inflation number means the US Federal Reserve should be in no rush to cut rates before price…
22/04/24
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Article
Sovereign carbon footprints – An...
Discussions at last year’s Climate Week and Climate Ambition Summit saw increased scrutiny of the carbon footprints of sovereign bond…
10/04/24