Asset Allocation Monthly – Bonds...
Bond markets rallied sharply in November on the back of falling inflation and weak economic data, markedly benefiting our active…
05/12/23
Fixed income
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Article
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Podcast
Talking Heads – Building on...
In the context of market volatility driven by high inflation, rising interest rates and (geo)political uncertainty, infrastructure debt has shown…
24/11/23
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Video
Thematic investing – A sustainable...
In this Thematic Investing video, three of our experts discuss our approach to sustainability-related investing in fixed income markets. …
22/11/23
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Podcast
Talking Heads – What’s next...
Resilient domestic demand and record-high profit margins at cash-rich companies have helped shield the eurozone economy from much of the…
06/11/23
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Article
Weekly Market Update – Bond...
Volatility remains high in US Treasury bond markets following the surge in yields since July. Having only recently breached the…
02/11/23
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Article
Weekly Market Update – The...
The rise in yields of US Treasuries, which began in August, saw the 10-year yield reach 5.0% this week. The…
26/10/23