Talking Heads – Flexibility in...
James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return…
09/10/25
Fixed income
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Podcast
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Article
Divergence calls for diversification: Asia’s...
Asian investors have long directed significant investments to the US; this year the trend of diversification towards other markets has…
07/10/25
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Graph
Graph of the week –...
The underperformance of eurozone government bond markets, slightly negative in the third quarter compared to +1.6% for US Treasuries (in…
03/10/25
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Article
Reasons why Europe is back...
The change in economic and geopolitical policies from the US administration, combined with a significant increase in European defence and…
26/09/25
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Article
Weekly Market Update – Riding...
The swing in the US Federal Reserve’s preoccupation from tariff-induced inflation risk to labour market weakness – and the consequential…
25/09/25
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Article
Why opportunities to diversify within...
Both interest rates and credit spreads influence bond performance. Both are typically negatively correlated, providing attractive diversification potential for fixed…
23/09/25