Our most recent Spotlight on ESG: Unlocking sustainable opportunities within ABS webinar, hosted by Pauline Quirin and Elena Rinaldi, explored European ABS from an ESG perspective.

Our most recent ABS Investor Update webinar, hosted by Douglas Charleston and Aza Teeuwen provided an outlook for the European ABS market and why they think investors should be considering the asset class as a long term investment in an environment where we have reached peak rates and a soft landing is expected. 

Our most recent TwentyFour Sustainable Strategic Income Fund webinar, hosted by Dillon Lancaster, provided a macro update for fixed income markets, before looking at positioning of the fund and ESG engagements they have recently carried out.

The last few weeks has seen a sharp move up in long dated Treasuries, since the week of the FOMC meeting in September the US 10 year has moved up 45bp to 4.75% with a brief flirt with 4.90% in the meantime

As we commence upon earnings season, we will be paying close attention to another round of updates from the US regional banks, particularly within the context of a “higher-for-longer” rate environment. With wider adoption of a soft-landing view, as well as a higher treasury yield backdrop, we explore what implications this has for the US regional banks.

This paper takes a deep dive into the flourishing ESG sector and examines the trends, challenges, and opportunities that have emerged in recent years, with a particular focus on data quality, the expansion of ESG labelled bonds, action from central banks and whether or not the green premium or ‘greenium’ makes sense for issuers.

A member of our Investment Grade team hosted a Unmasking best reporting & engagement practices webinar, which explored how the ESG landscape has changed within fixed income.

Following the recent publication of the European Central Bank's monthly “Monetary Developments in the Euro Area” report, Felipe Villarroel takes a deep dive into how this report evidences the impact that successive rate hikes are having on the economy

Are central banks now at a point where they are done with hiking cycles and are we seeing a positive outcome for fixed income?

The European ABS market is making a strong comeback post-summer, witnessing two of the busiest weeks in over a decade, driven by robust demand.