896 insights found

Research & Investment Strategy

The world’s factory in COVID-19: Can China secure its supply chain kingdom?

The Chinese economy has faced dramatic challenges over the past two years. The US/China trade war and the COVID-19 pandemic have delivered short-term shocks and left lingering long-term questions una ...

Iggo's insight

Word Up

Risk-free yields and curves are range-bound and will remain so as central banks strengthen their resolve to encourage a rise in inflation.

Fixed income
5 minute read

Sterling Credit Short Duration strategy Summer rally continues

Credit spreads further tightened thanks to a sustained level of monetary and fiscal support

Fixed income
5 minute read

Global Short Duration strategy Summer rally continues

Credit spreads further tightened thanks to a sustained level of monetary and fiscal support

Fixed income

Why short duration Asian bonds could be a flexible and well-timed play on market uncertainty?

Iggo's insight

Specific and Limited Bearishness

Politics in the US and the UK are contributing to market moves. Uncertainty over US election outcomes is growing, and the stock market seems to be going through a pattern that has been seen in previo ...

Fixed income

COVID-19 has shaken up high yield and put opportunities on the table

The asset class is always prepared for a crisis, but the uneven impact of the virus means fundamental credit analysis is more important than ever

Fixed income

Global Strategic Bonds strategy: Fed’s hawkish tone causes yields to move higher

Fed announces tolerance for targeted “average” inflation levels going forward

Fixed income

Fixed income opportunities: Positioning for the next wave of bond market volatility

Bond markets have enjoyed a strong run recently, with yields moving close to and in some cases reaching all-time lows in July, but we believe there are potentially further gains to come - despite the ...