Talking Heads – The newly...
The outlook for traditional 60-40 portfolios has improved now that bonds have reasserted their value as an investment asset following…
22/01/24
Fixed income
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Podcast
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Podcast
Talking Heads – Household loans,...
The start of 2024 sees an economic environment where growth in developed economies is slowing as restrictive monetary policy makes…
10/01/24
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Podcast
Talking Heads – There is...
There is value left in eurozone investment-grade corporate bonds even after a solid 2023. Scope for looser monetary policy from…
18/12/23
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Article
Asset Allocation Monthly – Bonds...
Bond markets rallied sharply in November on the back of falling inflation and weak economic data, markedly benefiting our active…
05/12/23
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Podcast
Talking Heads – Building on...
In the context of market volatility driven by high inflation, rising interest rates and (geo)political uncertainty, infrastructure debt has shown…
24/11/23
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Video
Thematic investing – A sustainable...
In this Thematic Investing video, three of our experts discuss our approach to sustainability-related investing in fixed income markets. …
22/11/23