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  • Flash Fixed Income: Iran shock is driving central banks apart
  • CLOs reprice as software and geopolitics test sentiment
  • This isn’t 2022, but inflation threat is real
  • Iran, energy shocks and the inflation challenge
  • Record supply amid Iran turmoil shows weight of demand for bonds
  • Is number of UK savers a problem for the Bank of England?
  • Flash Fixed Income: AI and the software sell-off
  • Geopolitics in the driver’s seat
  • Private credit and life insurers: Is there a problem?
  • What the bear case on AI is missing
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    We are an asset management company and we specialise in fixed income, nothing else. This fixed income specialist focus means that all our resources and people are managing one asset class with no distractions.

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    Geopolitics in the driver’s seat
    Geopolitics in the driver’s seat
    Markets have entered another week with geopolitical headlines as the major driver of price action, and with uncertainty running high, we think the likelihood of spreads revisiting their tights of this year has reduced.

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