Another eventful week
While a link can be made between recent movements in financial market and trade-related politicking, credit risk suddenly rose to…
22/10/25
Front of mind
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Article
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Article
Can Europe step into Uncle...
Recent geopolitical headwinds and uncertain US macro data have led some investors to allocate away from the US Europe may…
21/10/25
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Article
Climbing up the curve
Longer-duration bond assets are starting to outperform shorter-duration bonds. This makes sense given the steeper yield curves delivering higher carry…
17/10/25
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Article
Tariff escalation, stagflation risk and...
US stocks dropped by more than 2% on 10 October after US President Donald Trump threatened to impose an additional…
16/10/25
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Graph
Graph of the Week –...
The US labour market has weakened: the six-month moving average of non-farm payroll job gains was less than 64,000 in…
15/10/25
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Article
Euro credit sectors offer opportunities...
Attractive yields and an improving macroeconomic backdrop are supportive of euro credit’s potential Eurozone fundamentals look particularly supportive for the…
14/10/25