Active fixed income
ESG and long term themes
Tackling obesity as an ESG issue
The global disease presents risks and opportunities to investors, as well as the chance to delive...
23 Dec 2021
4 min read
2021 has been a tough year for emerging market bonds. What comes next?
China's high-yield bond market has been under incredible strain in recent months, with prices...
As KKR bids for Telecom Italia, we ask whether credit markets have just moved ‘late cycle’.
Fixed income
2022 questions: expected inflation, unexpected implications
Everyone seems to agree rates will need to go up. Few have confidence about how high. And there’s...
09 Nov 2021
6 min read
…It’s what you know for sure that just ain’t so
In this blog, we discuss the dynamics we think are interesting in government bond markets as we...
What do our investment teams make of the Bank of England’s decision not to raise interest rates?
