All insights

The Bank’s ability to dampen market volatility has certainly been a comfort to fixed income investors; over the last month £ IG spreads have moved in a range of just 4bp and ended tighter than they started, which compares rather favourably to the 5% peak-to-trough swing in GBP-USD over the same period.

George Curtis discusses high yield and default rates.

Partner and Portfolio Manager Chris Bowie discusses whether a particular low volatility credit fund could have been managed on a sustainable basis, while still meeting its objectives

A member of our Multi-Sector Bond team explains hybrids, how they work, and their benefits.

Felipe Villarroel, Partner and Portfolio Manager discusses emerging markets

Gary Kirk, Partner and Portfolio Manager discusses Bank Capital, in particular, AT1s, and why this is a sector we like.

Partner and Portfolio Manager Eoin Walsh discusses the future of government bonds

David Norris, Head of US Credit, discusses technicals in his latest video.

Jack Daley discusses the record bond issuance that was seen in Q2 2020 across gross and net levels in global fixed income markets, particularly in Europe and the US.

Graeme Anderson, Chairman and Portfolio Manager, discusses one of our most commonly asked questions, what do we think of brexit risk and the brexit premium?

Partner and Portfolio Manager Douglas Charleston discusses the impact that 'payment holidays', have had on residential mortgage- backed securities.

Portfolio Manager Gordon Shannon discusses the default risk investors are exposed to if they don't invest in cash or government bonds, before discussing downgraded companies or 'fallen angels'.