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
Fixed income
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Podcast
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Article
Expecting the unexpected with more...
2025 was widely expected to be a good year for bonds. The US economy seemed to have found a floor,…
25/03/25
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Article
German fiscal expansion – Whatever...
On 4 March, Friedrich Merz, Germany’s chancellor-in-waiting, proposed a constitutional amendment that would pave the way for an extensive programme…
07/03/25
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Article
What to do next now...
2024 was the hottest year on record according to the World Meteorological Organization, and the first calendar year in which…
27/02/25
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Graph
Graph of the Week –...
When Germany enshrined a ‘debt brake’ in its constitution in 2009, it was considered a victory for fiscal rectitude. As…
21/02/25
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Podcast
Talking Heads – Absolute return...
There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey,…
19/02/25