Talking Heads – What’s next...
Resilient domestic demand and record-high profit margins at cash-rich companies have helped shield the eurozone economy from much of the…
06/11/23
Fixed income
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Podcast
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Article
Weekly Market Update – Bond...
Volatility remains high in US Treasury bond markets following the surge in yields since July. Having only recently breached the…
02/11/23
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Article
Weekly Market Update – The...
The rise in yields of US Treasuries, which began in August, saw the 10-year yield reach 5.0% this week. The…
26/10/23
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Article
Weekly Market Update – Too...
Ten-year US Treasury bond yields are approaching 5%, surpassing the level reached earlier in October before the outbreak of conflict…
19/10/23
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White paper
Fixed Income Outlook – Slowdown...
US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee…
18/10/23
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Graph
Chart of the Week -...
Perhaps the most striking (and surprising) development in the third quarter of 2023 was a significant rise in US real…
17/10/23