Credit (39)
Fixed income
Emerging market debt: down but not out
We believe short-duration emerging market debt could present an opportunity amid an otherwise...
18 May 2022
6 min read
Our analysis of sterling investment grade credit data suggests 'good enough' timing may be all...
Could shorter-dated credit help DB schemes' cashflow matching?
Why we prefer short-dated UK credit over longer-dated corporate bonds.
Investment strategy
Credit returns: worth waiting for?
How does the rate of return you can expect to earn on corporate bonds depend on the time horizon?
01 Feb 2022
5 min read
With the Fed in aggressive tightening mode, we look at the implications for equities, credit and...
If investors were hoping for an early visit from Santa, they are likely to have been disappointed...
As KKR bids for Telecom Italia, we ask whether credit markets have just moved ‘late cycle’.
