Active fixed income

Inflation: does the ECB still have credibility?
Economics

Inflation: does the ECB still have credibility?

Inflation pricing has moved above the European Central Bank’s target – what does this mean for th...

By Simon Bell

20 Mar 2023

4 min read

Signed, yield, delivered?
Marc Rovers
Investment strategy

Signed, yield, delivered?

How long can the good times last for yields on euro credit?
By Marc Rovers
13 Mar 2023
5 min read
Avoiding crush depth: why we are optimistic about fixed income
Colin Reedie
Investment strategy

Avoiding crush depth: why we are optimistic about fixed income

Apocalyptic forecasts seem to have abated and fixed income has had a positive first quarter. What...
By Colin Reedie
13 Mar 2023
4 min read
Yields of dreams?
Colin Reedie
Fixed income

Yields of dreams?

What opportunities could arise as the fixed income landscape evolves in 2023?
By Colin Reedie
13 Feb 2023
3 min read
Emerging market debt: A reversal of fortune?
Investment strategy

Emerging market debt: A reversal of fortune?

2022 was a gruelling year for many asset classes. Could this year hold better prospects for...

By Raza AghaUday Patnaik

04 Jan 2023

5 min read

Why we believe default rates will be lower this cycle
Carl Sells
Markets and economics

Why we believe default rates will be lower this cycle

In the Global Financial Crisis the default rate neared 10%. There are two good reasons why we don...
By Carl Sells
24 Nov 2022
3 min read
European coal generation: why the rebound won’t last
ESG and long term themes

European coal generation: why the rebound won’t last

The energy crisis has complicated planned disposals of coal assets, but longer term we believe a...
By Jonathan ConstableLewis Ashworth
10 Nov 2022
3 min read
Euro investment grade credit: balancing the bear and bull cases
Marc Rovers
Investment strategy

Euro investment grade credit: balancing the bear and bull cases

Marc Rovers takes a panoramic view of the challenges facing European credit markets – and the...
By Marc Rovers
21 Oct 2022
4 min read