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
Fixed income
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Article
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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
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White paper
Infrastructure debt – Financing a...
Private capital can be vital in meeting net zero emissions goals. This includes infrastructure debt which can be an attractive…
25/03/24
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White paper
Long-Term Asset Allocation – The...
We expect the economy to ‘normalise’ over the coming years and revert to a situation of under-consumption and under-investment, pushing…
12/03/24