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  • Flash Fixed Income: Why markets may be wrong on rate hikes
  • How hyperscaler issuance is reshaping the Treasury curve
  • French banks caught in crossfire, but fundamentals are solid
  • Markets vs. macro: Follow the fundamentals in fixed income
  • Flash Fixed Income: Guilty by association?
  • Term premium has risen, and may not have peaked
  • Markets can’t rely on midterms to change course of Iran war
  • ABS: Why it can pay to stay floating
  • Are bond market technicals better than price action suggests?
  • The ECB pushes back on bank “deregulation”
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    Navigating credit in a higher yield world
    Navigating credit in a higher yield world
    Higher starting yields have unsurprisingly driven a resurgence in demand for multi-asset credit strategies, which may be well placed to take advantage of a structural backdrop that we think will be a tailwind for credit assets in the medium term.

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Market Update

Jul 13 2018 Market Update

ABS - Quarterly update - July 2018

Ben Hayward looks at the Q2 performance for Asset Backed Securities and provides an outlook for the year ahead.
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Jul 13 2018 Market Update

Outcome Driven - Quarterly update - July 2018

Chris Bowie looks at the performance of the Outcome Driven strategy over the last quarter and provides his outlook for the rest of 2018.
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Jul 13 2018 Market Update

Strategic Income - Quarterly update - July 2018

Mark Holman discusses Q2 performance for the Strategic Income strategy and looks forward to the rest of the year.
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Apr 19 2018 Market Update

Strategic Income - Quarterly update – April 2018

Gary Kirk discusses Q1 performance for the Strategic Income strategy and looks forward to the rest of the year.
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Apr 19 2018 Market Update

Outcome Driven - Quarterly update – April 2018

Chris Bowie looks at the performance of the Outcome Driven strategy for Q1 and provides his outlook for the rest of the year.
Watch now
Apr 19 2018 Market Update

ABS - Quarterly update – April 2018

Ben Hayward looks at the Q1 performance for Asset Backed Securities and provides an outlook for 2018.
Watch now
Jan 29 2018 Market Update

Outcome Driven - Quarterly update – January 2018

Chris Bowie discusses Q4 performance of the Outcome Driven strategy and provides his outlook for the rest of the year.
Watch now
Jan 29 2018 Market Update

Strategic Income - Quarterly update - January 2018

Mark Holman discusses Q4 performance for the Strategic Income strategy and provides his outlook for 2018.
Watch now
Jan 29 2018 Market Update

ABS - Quarterly update – January 2018

Ben Hayward looks back at performance for Asset Backed Securities over the last few months and provides an outlook for 2018.
Watch now
Oct 19 2017 Market Update

ABS quarterly update - October 2017

Ben Hayward looks back at performance for Asset Backed Securities over the last few months and provides an outlook for the rest of the year.
Watch now
Oct 19 2017 Market Update

Strategic Income - Quarterly update - October 2017

Eoin Walsh discusses performance for the Strategic Income strategy over the last quarter and provides his outlook for the rest of 2017.
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Oct 19 2017 Market Update

Outcome Driven - Quarterly update - October 2017

Chris Bowie looks back at performance for the Outcome Driven strategy and provides his outlook for the rest of the year.
Watch now
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