
European fixed income offers value, not just diversification
The turbulent start to 2025 has sent many investors seeking alternatives to US assets, but in our view European fixed income can offer more than just diversification.

SRTs not sounding any alarms - despite the headlines
Last Friday, the European Banking Authority (EBA) published its semi-annual Risk Assessment Report. It is always a good read, as it provides a summary of trends in the banking sector and highlights risks that might be emerging in parts of the banking system.

Flash Fixed Income: Rates calm before the storm?
Softer US economic data means the pressures on UST yields now look more balanced, but headlines around President Trump’s pick for the next Fed chair are just one reason investors should expect rates volatility to continue.

Reform proposals bring fresh hope of deeper ABS market
Blog posts about regulation rarely trouble our most-read charts, but on this occasion we think the payback on time invested looks more compelling.

Asset Backed Opportunities Fund wins the Specialist Bonds category at the Fund Manager of the Year Awards
We’re delighted to announce that our Asset Backed Opportunities Fund (ABOF) has won the Specialist Bonds category at the Fund Manager of the Year Awards!

Watching spreads and structures as ABS momentum builds
Last week marked another record-breaking year for the securitisation industry as over 5,500 market participants gathered in Barcelona for the annual Global ABS conference, surpassing last year’s attendance and reflecting the growing momentum across both public asset-backed securities (ABS) and private asset-backed finance (ABF) markets.

Oil, Iran and why markets are staying calm
Despite Israel and Iran exchanging fire for a fifth day, markets seem to be completely disregarding the possibility of this conflict mutating into something serious for the global economy.

TwentyFour Income Fund and Asset Backed Opportunities Fund awarded AA and A ratings
We’re delighted to announce that the TwentyFour Income Fund (TFIF) and our Asset Backed Opportunities Fund (ABOF) have been awarded ‘AA’ and ‘A’ ratings respectively by Square Mile Research and added to their Academy of Funds.

Tariff turnaround resets the outlook for fixed income
While tariffs have done meaningful damage to the economic outlook and raised volatility in rates markets, the softening of the US stance has restored confidence in credit returns for 2025.

Patchy UK labour data strengthens case for BoE cuts
The latest Labour Market Overview published by the UK’s Office for National Statistics (ONS) on Tuesday morning has raised eyebrows, with some metrics seemingly having deteriorated quite rapidly versus last month.

European high yield untroubled by default rate spike
The European high yield (HY) default rate spiked higher in May with the largest monthly default volume on record (€6bn).

Section 899: A big, beautiful source of uncertainty for foreign investors?
As markets digest and speculate about the implications of the Trump administration’s 1,000+ page One Big Beautiful Bill Act (OBBBA), new details are beginning to emerge.
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