Bonds (142)

Gilt yields: Are we there yet?
Markets and economics

Gilt yields: Are we there yet?

Multi-year highs in gilt yields may provide opportunities for DB schemes to increase their...

By Giles Robinson

03 Aug 2022

4 min read

Keeping in step with your LDI portfolio
Mark Johnson
Investment strategy

Keeping in step with your LDI portfolio

The implications of inflation and volatile markets for LDI portfolio holders are clear, but...
By Mark Johnson
01 Aug 2022
3 min read
Russia, Nord Stream 1 and the bond market
Markets and economics

Russia, Nord Stream 1 and the bond market

What would it mean for European credit if Russia turns off the taps?
By Corinne Lewis-ReynierAngela Shi
29 Jul 2022
4 min read
Active Strategies Q3 Outlook: all change, please
Colin Reedie
Markets and economics

Active Strategies Q3 Outlook: all change, please

If the market regime is changing, it may be time to pick your battles.
By Colin Reedie
21 Jul 2022
2 min read
From a rock to a hard place: forget inflation, growth is now the big fear
Markets and economics

From a rock to a hard place: forget inflation, growth is now the big fear

The past month saw a rapid shift in markets from worrying about inflation to worrying about growt...

By John Roe

08 Jul 2022

3 min read

Italian debt: could risk premiums be returning to peripheral bonds?
Markets and economics

Italian debt: could risk premiums be returning to peripheral bonds?

During a testing period for non-core European credit, we explore if now heralds the return of...
By Corinne Lewis-ReynierMarc RoversSimon Bell
23 Jun 2022
4 min read
Capital allocation in Housing Associations
ESG and long term themes

Capital allocation in Housing Associations

As well as their core objective of providing affordable housing, Housing Associations (HAs) must...
By Alex MossSteven Bolton
06 Jun 2022
4 min read
The case for Euro credit in three charts
Fixed income

The case for Euro credit in three charts

2022 has been a turbulent year for credit markets. Have spreads now widened to the point where...
By Corinne Lewis-ReynierMarc Rovers
30 May 2022
4 min read