Active fixed income

Down but not out: the ECB and the euro corporate bond market
Fixed income

Down but not out: the ECB and the euro corporate bond market

How significant could the ECB's winding down of its euro corporate bond purchases be on the overa...

By Kristian Drew

27 Oct 2023

3 min read

The Big Long? Challenging the ‘higher-for-longer’ rates narrative
Alex Mack
Fixed income

The Big Long? Challenging the ‘higher-for-longer’ rates narrative

Is it better to follow consensus, or look for evidence of group-think and complacency? In this...
By Alex Mack
16 Oct 2023
3 min read
Making the grade: the world of emerging market corporate debt
Fixed income

Making the grade: the world of emerging market corporate debt

With the emerging market debt (EMD) universe increasingly considered to be mainstream, we weigh u...
By Viraj NadgirSanchay Singla
27 Sep 2023
4 min read
Tighter bank lending, healthier corporates. Is that even a thing?
Madeleine King
Fixed income

Tighter bank lending, healthier corporates. Is that even a thing?

Why are some areas of the credit market holding up better than others? And why do we believe ther...
By Madeleine King
24 Aug 2023
3 min read
How are UK retailers navigating the cost-of-living crisis?
Markets and economics

How are UK retailers navigating the cost-of-living crisis?

Consumer spending is proving resilient despite the current bout of inflation, but price rises are...

By Ilana Elbim

03 Aug 2023

4 min read

Is the ECB hiking cycle coming to an end?
Simon Bell
Markets and economics

Is the ECB hiking cycle coming to an end?

Our view: the peak in the ECB's deposit rate is likely this week
By Simon Bell
26 Jul 2023
3 min read
EPC spend in housing associations: An uneven playing field?
Investment strategy

EPC spend in housing associations: An uneven playing field?

Reviewing the impact of new regulations on housing association debt burdens.
By Alex MossYilin WangGreta Farina
25 Jul 2023
5 min read
Thames Water: Tapped out?
Jonathan Constable
Fixed income

Thames Water: Tapped out?

What does the crisis engulfing Thames Water mean for investors?
By Jonathan Constable
30 Jun 2023
4 min read