The Rodney Blog 2023: A return to returns
In our annual ‘Rodney Blog’, Eoin Walsh says that with rates now offering both yield and downside mitigation, and credit yields at near-decade highs, fixed income investors could enjoy strong returns in 2023
What everyone is talking about in Switzerland
UBS announced a call of its low-reset 5% Additional Tier 1 (AT1) notes on Monday, showing call risk in the AT1 sector isn’t just a matter of economics, says Dillon Lancaster.
Are storm clouds gathering over the UK housing market? Part one…
In the first of a two-part series on the UK housing market, Shilpa Pathak looks at the experience of previous recessions and argues fundamentals today look far stronger than they did either in 2007 or the early 1990s
Labour market the driving force for the Fed
Following Chairman Powell’s speech last night, George Curtis looks at what the latest labour market data means for the Fed’s war on inflation.
TwentyFour Advent Calendar 2022
The TwentyFour Advent Calendar is a collection of 24 stats telling the story of fixed income this year. The calendar covers everything from yields and issuance records to fund flows and inflation figures, and our ESG filter has even ruled out lumps of coal.
Highest starting yields since ‘08 predict strong five-year returns
Chris Bowie explains why he believes analysing starting yields can explain improved returns over the next five years