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  • Portfolio Insights: Investment Grade – April 2026
  • Is private credit a bond market problem?
  • Portfolio Insights: Multi-Sector Bond – April 2026
  • Navigating 2026 risks with short-dated credit
  • AT1s: A perception change is long overdue
  • Flash Fixed Income: The UK political crisis premium
  • Short-dated credit: Why front-end yields are hard to ignore
  • The state of play in fixed income as Iran tensions reignite
  • ABS: A portfolio diversifier for volatile times
  • Bank Earnings – US consumer remains in good health
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    One hike done, but don’t bet on a long cycle
    One hike done, but don’t bet on a long cycle
    Yesterday, the European Central Bank (ECB) delivered a widely expected 25 basis point (bp) rate hike. becoming the first major central bank in developed markets to have raised rates in response to the Iran conflict.

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