All insights
Slim Premiums a Signal for Caution in High Yield
Over the past few weeks there has been a noticeable increase in high yield new issuance, bringing a welcome flurry of activity to what has so far been a relatively benign year.
Is Bank Tightening Ammo For ECB Stimulus?
The euro area bank lending survey for the second quarter of 2019, released yesterday, suggests European banks are becoming more cautious and beginning to tighten lending criteria to various parts of the economy.
PIC’s RT1: The Brexit Premium in Practice
The UK’s political situation, and in particular the harder Brexit stance of the frontrunner for next prime minister, Boris Johnson, has provided the market with a steady stream of headlines over the past few weeks. As a direct consequence sterling is close to 6% off recent highs and domestic credit spreads have also underperformed their European and US peers.
Strategic Income - Quarterly update - July 2019
Eoin Walsh discusses Q2 performance for the Strategic Income strategy and looks forward to the rest of the year.
Outcome Driven - Quarterly update - July 2019
Chris Bowie looks at the performance of the Outcome Driven strategy over the last quarter and provides his outlook for the rest of 2019
Asset Backed Securities - Quarterly update - July 2019
Ben Hayward looks at the Q2 performance for Asset Backed Securities and provides an outlook for the year ahead.