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
Fixed income
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Podcast
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Article
The new world of private...
The new European Long-Term Investment Funds Regulation (ELTIF 2.0) has created opportunities to invest in private assets through open-ended funds.…
10/02/25
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Article
Euro high-yield – There is...
Over the last two years, the euro high-yield segment has performed well, with relatively low volatility. It has shown resilience…
07/02/25
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Article
Robust fundamentals should prop up...
Many emerging market economies have robust fundamentals: strong external demand, stabilising inflation and monetary policy easing, While their GDP growth…
06/02/25
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Article
IG Credit – Be selective,...
While uncertainties remain, we retain our positive outlook, supported by resilient growth in the US, steady investor demand and a…
03/02/25
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Graph
Graph of the Week –...
Political uncertainty has spiked again in France after parliament voted to oust Prime Minister Michel Barnier’s government over his proposed…
05/12/24