Fixed income

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

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
Bond investors at sixes and sevens on inflation
Christopher Jeffery
Fixed income

Bond investors at sixes and sevens on inflation

US inflation is at a 30-year peak, but some popular bets on what yield curves (and the Federal...
By Christopher Jeffery
17 Nov 2021
3 min read
2022 questions: expected inflation, unexpected implications
Alex Mack
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
Are we nearly there yet? Bonds and the end of 2021
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

From the new normal to the new Norman
Christopher Jeffery
Fixed income

From the new normal to the new Norman

Inflation fighting is back. Is unemployment set to spike as a result? From the pound’s exchange...
By Christopher Jeffery
28 Oct 2021
7 min read
What’s in a name? There’s more than the pound in sterling cr
Fixed income

What’s in a name? There’s more than the pound in sterling cr

A rose by any other name may smell as sweet, but in the investment-grade world, UK credit and GBP...
By Corinne Lewis-ReynierIan Hutchinson
21 Oct 2021
4 min read
EMD expansion: from BRICs to Philippines, Ukraine, Kazakhstan & Egypt
Fixed income

EMD expansion: from BRICs to Philippines, Ukraine, Kazakhstan & Egypt

We believe the Philippines, Ukraine, Kazakhstan and Egypt are heading towards inclusion in major...
By Malcolm McCabeRyan Clatworthy
15 Oct 2021
5 min read