Why US mortgage-backed securities now?
US mortgage-backed securities (MBS) should benefit from a steepening of the bond yield curve once the US Federal Reserve begins…
15/07/24
Fixed income
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Article
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Graph
Graph of the Week -...
The results of the first round of parliamentary elections held in France on 30 June were broadly in line with…
01/07/24
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Podcast
Talking Heads – The case...
The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has…
25/06/24
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Podcast
Talking Heads – Taking an...
In this edition of Talking Heads, Daniel Morris, Chief Market Strategist, and Luca Pagni, Exchange-Traded Fund (ETF) Portfolio Manager, discuss…
18/06/24
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Podcast
Talking Heads – Short maturity...
With official interest rates in the eurozone having begun their descent and the economy bottoming out, selected segments of the…
11/06/24
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Article
The evolving world of real...
Real assets have the potential to offer investors a lot in ‘green’ areas such as renewable energy, green mobility, circular…
06/06/24