Bonds (108)

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

Omicronomics: the central bank response to the mutating virus
Christopher Jeffery
Economics

Omicronomics: the central bank response to the mutating virus

If investors were hoping for an early visit from Santa, they are likely to have been disappointed...
By Christopher Jeffery
17 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
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
Christopher Teschmacher
Investment strategy

Growing pains, roaring 20s, or stagflation? Revisiting our scenarios

With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
By Christopher Teschmacher
19 Nov 2021
4 min read
Bond investors at sixes and sevens on inflation
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
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