Long-term asset allocation – A...
What a difference a year makes. At the start of 2022, the US S&P 500 index was trading at 22x…
22/02/23
Fixed income
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White paper
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Podcast
Talking heads – There is...
After a bright start, US mortgage-backed securities face a sunnier year in which this fixed income asset class could reverse…
23/01/23
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Article
Tokenised bonds – New opportunities,...
Blockchain, and in particular tokenisation, is a potential game-changer in the financing and trading of unlisted securities. Blockchain technology can…
05/10/22
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Article
Asset allocation update – European...
Solid financials and attractive market valuations have led us to add to our long position in European investment-grade (IG) bonds,…
16/09/22
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Podcast
Talking heads – Opportunity knocks...
Senior secured corporate loans are debt instruments similar to high-yield bonds in that they are rated below investment-grade (Ba1/BB+). They…
12/09/22
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Podcast
Talking heads - A grim...
The summer has seen a sharp deterioration in prospects for the the euro area economy. The cost of living crisis…
06/09/22