All insights
ECB Update On Loan Availability
Following on from Gary’s recent blog Credit Still Being Cycled, this week the ECB released their quarterly Euro Area Bank Lending Survey for the first quarter of 2018, and it paints a slightly different picture to the Bank of England’s report in one area in particular.
Yield Curve Shape and Recessions
The rapidly flattening US Treasury yield curve is prompting a lot of questions about the shape of the curve and it being a good predictor of upcoming recession.
Unreliable Boyfriend Running Late For Dinner
"One day hot, one day cold, and the people on the other side of the message are left not really knowing where they stand."
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.