Talking Heads – Setting a...
With the second half of the year now well underway, what are the prospects for the major economies and financial…
06/08/25
Fixed income
-
Podcast
-
Video
Which way will the wind...
After a first half fraught with many challenges, what will steady investor nerves, if anything? Will the resilience of the…
04/08/25
-
Graph
Graph of the week -...
At a time when spreads on US investment-grade corporate bonds are at record lows, US agency mortgage-backed securities (MBS) offer…
01/08/25
-
Article
The need for stronger US...
US Treasury bonds have long provided domestic and foreign investors a modest yield that was assumed to be risk free.…
24/07/25
-
Podcast
Talking Heads – What next...
When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a…
22/07/25
-
Article
Corporate bonds – Tailwinds ahead
We are constructive on both the US and euro investment-grade segments as company fundamentals and technicals remain supportive in the…
21/07/25