All insights

All good things must come to an end, and from today UK bank treasurers face life without the Term Funding Scheme (TFS).

Ever since the result of the Brexit referendum we have seen a premium on £ credit spreads, and we have thought it worthwhile trying to exploit this premium – in a measured way.

Last Friday saw the publication of the last electoral poll before the Italian elections that will be held on the 4th of March.

Yesterday the Fed published the minutes of their January FOMC meeting and the message regarding the economy and labour markets continues to be one of strength.

This brief paper outlines our approach to absolute return, and why we think a predominantly long-only fund can offer investors the predictability and transparency that they demand through the investment cycle.

Today marks the start of a very busy week for participants in the US Treasury market.