All insights
A Fond Farewell to the Unreliable Boyfriend?
In what was Mark Carney’s last meeting as governor of the Bank, the MPC delivered a mixed message.
Slo-mo CLOs Could See Spreads Tighten
Given the material positive performance seen in other parts of the fixed income markets in 2019, the CLO relative value proposition now looks even more attractive.
The BoE Should Wait and See
A rate cut now makes very little sense to us, and wastes one of the few bullets the BoE has left in its armoury. If they do decide to cut next week, we think it will be reversed within 12 months.
Asset Backed Securities - Quarterly update - January 2020
Ben Hayward looks at the Q4 performance for Asset Backed Securities and provides an outlook for the year ahead.
Outcome Driven - Quarterly update - January 2020
Chris Bowie looks at the performance of the Outcome Driven strategy over the last quarter and provides his outlook for 2020.
Strategic Income – Quarterly update – January 2020
CEO and Portfolio Manager Mark Holman discusses Q4 performance for the Strategic Income strategy and provides his outlook for 2020.