Active fixed income

Tackling obesity as an ESG issue
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...

By Jennifer WongJonathan LawrenceMadeleine King

23 Dec 2021

4 min read

2022 EM credit outlook: after a difficult year
Fixed income

2022 EM credit outlook: after a difficult year

2021 has been a tough year for emerging market bonds. What comes next?
By Uday PatnaikRaza Agha
06 Dec 2021
4 min read
Chinese high yield: buying deep value is always scary
Fixed income

Chinese high yield: buying deep value is always scary

China's high-yield bond market has been under incredible strain in recent months, with prices...
By Emiel van den HeiligenbergPeter Duff
29 Nov 2021
3 min read
Credit markets: Mid-cycle or fashionably late?
Fixed income

Credit markets: Mid-cycle or fashionably late?

As KKR bids for Telecom Italia, we ask whether credit markets have just moved ‘late cycle’.  
By Colin ReedieMadeleine King
23 Nov 2021
4 min read
2022 questions: expected inflation, unexpected implications
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...

By Alex Mack

09 Nov 2021

6 min read

Central banks: It ain’t what you don’t know that gets you in
Alex Mack
Fixed income

Central banks: It ain’t what you don’t know that gets you in

…It’s what you know for sure that just ain’t so  
By Alex Mack
05 Nov 2021
4 min read
Are we nearly there yet? Bonds and the end of 2021
Alex Mack
Fixed income

Are we nearly there yet? Bonds and the end of 2021

In this blog, we discuss the dynamics we think are interesting in government bond markets as we...
By Alex Mack
05 Nov 2021
3 min read
Bank of England decision: analysis from our experts
Investment strategy

Bank of England decision: analysis from our experts

What do our investment teams make of the Bank of England’s decision not to raise interest rates?  
By James CarrickAlex MackMitul Patel
04 Nov 2021
4 min read