Market Update

With central banks speeding through their hiking cycles, a return to rates stability (elusive thus far) could allow investors to reap the rewards of bond yields that are unusually high for this point in the cycle.

Rates volatility has done plenty of damage to portfolios in 2022. Where, and when, will US Treasury yields peak? Mark Holman shares his views in his latest video.

Partner and portfolio manager, Eoin Walsh, delivered the keynote address at the TwentyFour Fixed Income Conference in London on September 13.

Johnathan Owen explains why bonds with high break-even yields can be attractive for investors, and looks at two examples of UK companies with high break-evens.

Ben Hayward explains why bond yields are unusually high today, and why he believes the fixed income market could satisfy investors’ needs in the current environment.

Chris Bowie runs through the four risks he says fixed income investors need to watch right now – inflation, unemployment, geopolitics and liquidity – and why he believes short dated bonds might offer some protection

How has ESG in the ABS market changed over the last year? Pauline Quirin talks through some of the positive development she's seen and the main challenges facing the ABS market.

Gordon Shannon reviews Q2 2022 in fixed income and breaks down the resulting risks and opportunities he sees in investment grade bonds.

A member from our Multi-Sector Bond team reviews the main market drivers in the second quarter of 2022 and explains how the Strategic Income team is tackling today’s environment.

Douglas Charleston looks at the development of the European ABS market in the second quarter of 2022 and explains what this could mean for investors going forward.

Charlene Hogg summarises the firm's ESG activities in Q2 2022 and explains how regulation, planning for net zero and CSR are having an impact.

At the beginning of this year you would have struggled to find a single investment bank or asset manager (ourselves included) that thought owning 10-year US Treasuries (USTs) was a good idea.