Investment analysis for yield and duration-focused investors
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.
U.K. yields are paying a political risk premium.
Today’s AI financing wave looks more disciplined than past infrastructure investment booms, yet it still demands selectivity.
Our new Sustainable Investing Report explores how active fixed income helps drive real-economy outcomes through research, engagement and stewardship.
New guidance on the rules governing European money market funds should strengthen the market’s foundations and provide a firm footing for innovation and growth, argues Alastair Sewell.
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