Investment analysis for yield and duration-focused investors
Asia offers diversified income and growth paths across equities and bonds.
Market forces that have challenged profitable-growth stocks could set the stage for a recovery. US growth stocks underperformed in early 2026 amid AI disruption fears and an unresolved conflict in...
Amid bond market volatility, the UK is looking particularly exposed.
The 2026 CPRI survey and market review reveals a resilient, competitive insurance market, highlighting capacity growth, evolving insurer appetite and what today’s conditions mean for buyers.
Bonds stalk the stock market
Borrowing costs climbed and took centre stage this week, while Nvidia’s standout performance met a relatively muted market reaction, underlining just how high expectations have become.
UK government bond yields have pushed higher this month as markets have digested a building political crisis, with the prime minister, Sir Keir Starmer, now set to face a Labour Party leadership co...
• In the absence of adecisive diplomatic progress, markets are swinging between worry and renewed optimism. The high volatility in interest rates reflects uncertainty over the trajectory of pric...
Against a backdrop of geopolitical uncertainty and tight valuations, being able to invest flexibly across the entire credit universe provides greater scope to identify opportunities and manage risk.
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