Our thinking

US Municipal bonds: window of opportunity

Published date: May 2022

US Municipal bonds: window of opportunity

A perfect storm of outflows is creating a potentially compelling window of opportunity in municipal bonds.

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Convertible bond arbitrage: seeking out uncorrelated returns

Published date: May 2022

Convertible bond arbitrage: seeking out uncorrelated returns

These strategies can offer access to returns with potential for low correlation with mainstream asset classes.

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Inflation update: how did we get here and where do we go next?

Published date: May 2022

Inflation update: how did we get here and where do we go next?

Central banks have underestimated inflationary pressures and compounded their policy mistakes.

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Collateral positions under review after gilt yield surge

Published date: May 2022

Collateral positions under review after gilt yield surge

New market environment demands a fresh look at collateral sufficiency

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Published date: April 2022

Active fixed income snapshot desk views

Elevated inflation is with us for longer than most market participants and central bankers expected.

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High yield sweetspots: Short duration bonds and fallen angels

Published date: April 2022

High yield sweetspots: Short duration bonds and fallen angels

Within high yield, we see best opportunity within short duration bonds and fallen angels

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Most read

UK PensionWatch: Q3 2021

Published date: October 2021

UK PensionWatch: Q3 2021

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Active fixed income snapshot desk views

Published date: April 2022

Active fixed income snapshot desk views

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Comparing buy-outs and buy-ins: why different analysis is required

Published date: December 2020

Comparing buy-outs and buy-ins: why different analysis is required

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Global money market monthly

Published date: January 2022

Global money market monthly

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Webinar: To buy-in or not to buy-in?

Published date: May 2019

Webinar: To buy-in or not to buy-in?

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