All insights
Labour markets continue to cool off
Partner and Portfolio Manager Felipe Villarroel looks at new labour market data from the US and why this is good news for the Fed.
Strategic Income Quarterly Update – April 2023
Following a busy quarter in bond markets, a member of our Multi-Sector Bond team reflects on macro events and discusses how our Multi-Sector Bond team have responded.
Bank results should see levels begin to normalise
With the US bank earning season having begun last Friday, Dillon Lancaster believes this could be a catalyst to help spreads begin to recover.
UK Credit Conditions
In his latest blog, Gary Kirk provides his assessment of the recently published Q1 Credit Conditions Survey by the Bank of England and what this means for the wider economy.
Tighter financial conditions might herald end to rate hikes
Is the end of rate hikes near for the US? Concerns over regional banks and a weakening labour market are raising questions about the Fed's next move.
Negative credit migration calls for caution
Despite the recent volatility in the banking sector, corporate credit has remained strong. Pierre Beniguel looks at the interesting rating action which caught attention last week.