
ESG in ABS Update
How has ESG in the ABS market changed over the last year? Pauline Quirin talks through some of the positive development she's seen and the main challenges facing the ABS market.

Is there now enough yield on the table in fixed income?
Chris Bowie runs through the four risks he says fixed income investors need to watch right now – inflation, unemployment, geopolitics and liquidity – and why he believes short dated bonds might offer some protection

High yields mean fixed income can tick all the boxes for investors
Ben Hayward explains why bond yields are unusually high today, and why he believes the fixed income market could satisfy investors’ needs in the current environment.

Why are high break-evens attractive for investors?
Johnathan Owen explains why bonds with high break-even yields can be attractive for investors, and looks at two examples of UK companies with high break-evens.

Help arrives as Ukraine’s allies act on Russia’s energy war
European governments are unveiling hefty support packages to ease the pain of Russia’s gas shutdown, with implications for inflation and the chance of recession, says Dillon Lancaster.

Default risk still subdued despite escalating energy crisis
While economic uncertainty in Europe is building, the healthy cash balances and low refinancing needs of Europe’s high yield bond issuers make a spike in defaults unlikely, says George Curtis.

TwentyFour Income Fund promoted to FTSE 250
TwentyFour Income Fund (LSE:TFIF) has confirmed it will be included in the London Stock Exchange’s FTSE 250 index following the latest quarterly reshuffle.

50 or 75? Across the board - both are live
Dillon Lancaster evaluates the impact of Powell’s Jackson Hole speech on inflation and why he believes next month is set to be a very important period for central bank meetings.

Europe vs. the US – it's just a question of value
With Europe facing an energy crisis and the UK bracing for a five-quarter recession, a strong allocation bias to the US seems a no-brainer. However, George Curtis says that when looking at relative value in fixed income, the decision is never that simple.

Hint of inflation peak further fuel for fixed income
Investors are eyeing a peak in inflation once more after US data came in lower than expected for the first time this year, and with credit finally seeing positive flows again, George Curtis sees markets grinding tighter over the rest of the summer.

There is plenty more yield to come in floating rate bonds
Fixed rate bond yields may have climbed as markets priced in higher interest rates, but both existing and new investors in floating rate bonds have more to gain as central banks keep hiking, says Pauline Quirin

"Abandon all hope ye who enter here"
With the Bank of England doling out a double dose of doom on UK inflation and growth on Thursday, Eoin Walsh says it is refreshing for investors to get such a candid assessment from a central bank.
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