Top Articles

  • Reciprocal tariffs, but not as we know them
  • Should investors care about negative swap spreads?
  • Flash Fixed Income: Treasuries made Trump blink
  • Three conclusions from a chaotic week for markets
  • The growing appeal of Significant Risk Transfer in private credit
  • European banks show no sign of funding stress in tariff sell-off
  • What next for European ABS post-tariffs?
  • AT1s: Deutsche Bank loses by split decision
  • The state of play in fixed income after April turmoil
  • Was negative US growth actually negative?
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    We are an asset management company and we specialise in fixed income, nothing else. This fixed income specialist focus means that all our resources and people are managing one asset class with no distractions.

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    Flash Fixed Income: Are markets complacent on tariff risks?
    The question for investors now is how much of the macro risk remains, and how well that risk is being reflected in asset valuations.

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