All insights
Falling UK net migration and what it means for labour markets
The Office for National Statistics (ONS) recently published the UK’s net migration figures for the second half of 2025. The data shows that the downward trend from the extreme post-Covid levels continues.
The return of the LBO in a selective market
Persistent macroeconomic volatility, geopolitical tensions and AI-driven disruption have all shaped the start of 2026. It has also marked the return of the leveraged buyout (LBO).
TwentyFour Asset Management Expands US Sub-Advisory Relationship with American Beacon
TwentyFour Asset Management (TwentyFour), a specialist fixed income boutique, notes the announcement by American Beacon Advisors, Inc. (American Beacon) regarding a series of proposed transactions involving three City National Rochdale Funds currently advised by RBC Rochdale, LLC.
Flash Fixed Income: The UK political crisis premium
UK government bond yields have pushed higher this month as markets have digested a building political crisis, with the prime minister, Sir Keir Starmer, now set to face a Labour Party leadership contest following dire local election results on May 7.
European bank results show little impact from Middle East conflict
European bank results for the first quarter of 2026 have revealed a strong start to the year, allaying some of the concern that the prolonged conflict in the Middle East might impact bank fundamentals to some extent.
Deal selection critical as credit shrugs off Iran conflict
Credit markets have been remarkably resilient in the face of significant geopolitical and macroeconomic volatility in recent weeks.