In Credit Weekly Snapshot – March 2021

In Credit

Our fixed income team provide their weekly snapshot of market events.

In Credit Weekly Snapshot – February 2021

In Credit

Our fixed income team provide their weekly snapshot of market events.

What the US election means for markets… and what it doesn’t!

The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.

Meanwhile… back in the range

In Credit

Our fixed income team provide their weekly snapshot of market events.

Downgrades, defaults and dispersion: Covid and credit

Downgrades defaults and dispersion covid and credit

It is becoming more difficult to find an ‘average’ bond. As economic uncertainty increases, the dispersion widens, creating opportunity for an active manager

Summer slumber soothes markets

Global map

Our fixed income team provide their weekly snapshot of market events.

Why Covid-19 will put the bond market rally back on track

Why Covid-19 will put the bond market rally back on track

“We are living in extraordinary times. Not since the Spanish Flu pandemic of 1918
have so many lives around the world been at risk from an infectious disease.
The response from governments and central banks has been equally extraordinary.”

In Credit – Weekly Snapshot – July 2020

Global map

Our fixed income team provide their weekly snapshot of market events.

Good as gold.

Global map

Our fixed income team provide their weekly snapshot of market events.

Bond investing in uncertain times

Valuation BBBs and policy change

It is hard to ignore how times have changed. The deliberate actions to “flatten the curve” of COVID-19 can have a critical impact to manage the spread of the virus and the burden on the healthcare system. However, the more significant the response, the greater the economic impact in the short run.