All insights
Strategic Income - Quarterly update – April 2018
Gary Kirk discusses Q1 performance for the Strategic Income strategy and looks forward to the rest of the year.
Outcome Driven - Quarterly update – April 2018
Chris Bowie looks at the performance of the Outcome Driven strategy for Q1 and provides his outlook for the rest of the year.
ABS - Quarterly update – April 2018
Ben Hayward looks at the Q1 performance for Asset Backed Securities and provides an outlook for 2018.
Q2 Could Be The Best For Risk in 2018
As we now are well into the Q1 earnings season we have been debating how the current quarter could well be the best for risk in 2018.
Credit Still Being Cycled
Yesterday the Bank of England released its quarterly Credit Conditions survey, which as our regular readers know, along with the Fed’s Loan Officer survey and the ECB’s Bank Lending Survey, we consider to be an important indicator on the health of the credit cycle.
Is Portugal expensive, or is Italy cheap?
When valuations in fixed income are this stretched, we must be on the lookout for overbought assets to avoid, and unloved assets offering a rare opportunity to pick up yield.