All insights
Rates stability would be a game-changer for fixed income
With central banks speeding through their hiking cycles, a return to rates stability (elusive thus far) could allow investors to reap the rewards of bond yields that are unusually high for this point in the cycle.
Is the UK mortgage market ‘closed’?
With UK banks pulling mortgages from the market, Douglas Charleston explains why this doesn’t reflect any fundamental weakness in the UK banking sector, but rather the uncertainty created by the sharp moves in UK rates.
UK learns confidence needs communication
With the UK’s mini-Budget sending its currency and bonds into freefall, Gordon Shannon says both the government and the Bank of England need to learn the importance of communication with the markets.
What does market turmoil mean for UK economy?
With reaction to the UK’s mini-budget roiling markets for a second day, Felipe Villarroel looks at what higher rates and a weaker currency mean for the UK economy.
Where and when will US Treasuries peak?
Rates volatility has done plenty of damage to portfolios in 2022. Where, and when, will US Treasury yields peak? Mark Holman shares his views in his latest video.
Floating rate demand driving deals as ABS reopens
Demand for floating rate assets has driven a strong reopening of the European ABS primary market, and is drawing new investors to the asset class, says Kevin Law.