Credit (39)

Emerging market debt: down but not out
Fixed income

Emerging market debt: down but not out

We believe short-duration emerging market debt could present an opportunity amid an otherwise...

By Amélie ChownaSanchay Singla

18 May 2022

6 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
Credit returns: worth waiting for?
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?

By John Southall

01 Feb 2022

5 min read

Market volatility: What does it mean for investors?
Ben Bennett
Investment strategy

Market volatility: What does it mean for investors?

With the Fed in aggressive tightening mode, we look at the implications for equities, credit and...
By Ben Bennett
27 Jan 2022
3 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