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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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    European HY spread widening has been targeted and orderly
    European HY spread widening has been targeted and orderly
    European high yield (HY) credit, which had proved resilient to start 2026 despite growing concerns over AI risks, came under pressure in March as the Iran war disrupted global trade and weighed heavily on risk appetite.

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