Credit (44)

We’ve got the (pricing) power
Investment strategy

We’ve got the (pricing) power

Our analysis shows that sectors with weaker pricing power tend to experience higher default rates...

By Lushan Sun

11 Aug 2022

2 min read

Real estate debt: a useful complement to direct property investment?
Investment strategy

Real estate debt: a useful complement to direct property investment?

With higher interest rates and slower economic growth potentially weighing on real estate equity...
By Lushan SunPatrick Sweeney
08 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
Emerging market debt: the case for (cautious) optimism
Investment strategy

Emerging market debt: the case for (cautious) optimism

2022 has been challenging so far - but in our view, strong technicals, cleaner positioning and a...
By Uday PatnaikRaza Agha
25 May 2022
5 min read
Back to the old school: high yield corporates not a stranger to high yields
Investment strategy

Back to the old school: high yield corporates not a stranger to high yields

Historically, high yield corporates have successfully navigated relatively high financing costs,...

By Sophia Hunt

21 Apr 2022

2 min read

Time in the market or timing the market?
Investment strategy

Time in the market or timing the market?

Our analysis of sterling investment grade credit data suggests 'good enough' timing may be all...
By Ian HutchinsonAngela Shi
06 Apr 2022
4 min read
Cashflow-matching credit – room for improvement?
John Southall
Investment strategy

Cashflow-matching credit – room for improvement?

Could shorter-dated credit help DB schemes' cashflow matching?
By John Southall
30 Mar 2022
5 min read
Not here for the (credit) duration…
James MacIntrye-Ure
Fixed income

Not here for the (credit) duration…

Why we prefer short-dated UK credit over longer-dated corporate bonds.
By James MacIntrye-Ure
17 Feb 2022
3 min read