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  • Section 899: A big, beautiful source of uncertainty for foreign investors?
  • Tariff turnaround resets the outlook for fixed income
  • JGBs: are rising yields a risk to insurers?
  • European high yield untroubled by default rate spike
  • Oil, Iran and why markets are staying calm
  • Should investors care about negative swap spreads?
  • Flash Fixed Income: Rates calm before the storm?
  • Reaction to eventful Monday bodes well for markets
  • Watching spreads and structures as ABS momentum builds
  • ECB preview: Is this the bottom for monetary policy rates?
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    Selectivity pays as European high yield hits record
    Selectivity pays as European high yield hits record
    Primary issuance in the European high yield (HY) market surged in June with €21.2bn of supply marking the highest monthly volume on record.

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Market Update

2 Jun 2020 Market Update

Outcome Driven Update - June 2020

Partner and Portfolio Manager Chris Bowie provides an update on investment grade credit markets.
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26 May 2020 Market Update

Fixed Income Market Update - 26th May 2020

Partner and Portfolio Manager Felipe Villarroel provides an update on fixed income markets.
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14 May 2020 Market Update

European ABS update – 14th May 2020

Partner and Portfolio Manager Ben Hayward provides an update on European ABS markets.
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7 May 2020 Market Update

Quarterly Update - 7th May 2020

CEO Mark Holman provides his outlook for credit markets in 2020, highlighting investment themes and sectors that still offer fixed income investors good relative value.
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29 Apr 2020 Market Update

What’s happening in fixed income markets?

Partner and Portfolio Manager Felipe Villarroel provides an update on fixed income markets.
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27 Apr 2020 Market Update

Investors could face another decade of income scarcity

The coronavirus pandemic has brought about perhaps the greatest– and fastest – repricing of risk fixed income investors have ever witnessed.
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15 Apr 2020 Market Update

European ABS update – 15th April 2020

Partner and Portfolio Manager Ben Hayward provides an update on the European ABS market.
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8 Apr 2020 Market Update

Corporate Bond Fund Q1 2020 Update

Q1 2020, or more specifically March 2020, will go down in history as a game changer.
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7 Apr 2020 Market Update

UK Mortgages Limited update - 7th April 2020

Partner and Portfolio Manager Rob Ford provides an update on UK Mortgages Limited
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7 Apr 2020 Market Update

ARC Q1 2020 Update

Q1 2020, or more specifically March 2020, will go down in history as a game changer.
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25 Mar 2020 Market Update

What’s happening in IG European ABS?

Partner and Portfolio Manager Ben Hayward provides an update on the European ABS market.
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19 Mar 2020 Market Update

Monument and European ABS update

It has been a challenging couple of weeks for obvious reasons.
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