Our thinking

Published date: October 2021

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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Second issuance of green gilts

Published date: October 2021

Second issuance of green gilts

The UK government has raised c.£6bn via a syndication of the second green gilt on 21 October 2021.

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Published date: October 2021

Global money market monthly

Inflation concern at central banks.

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Opportunities for return in less liquid credit

Published date: October 2021

Opportunities for return in less liquid credit

Secured finance opportunities arise from the process of disintermediation in the lending market.

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Global macro research: the end of the Merkel era

Published date: October 2021

Global macro research: the end of the Merkel era

We map out potential coalition outcomes and impacts after inconclusive German elections.

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Global macro research: a wider US deficit spells trouble for the dollar

Published date: October 2021

Global macro research: a wider US deficit spells trouble for the dollar

The US trade deficit is at an all-time high, and may not reverse as the pandemic ends.

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UK PensionWatch: Q3 2021

Published date: October 2021

UK PensionWatch: Q3 2021

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Active fixed income snapshot desk views

Published date: October 2021

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: October 2021

Global money market monthly

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Video: Responsible investment in fixed income

Published date: October 2018

Video: Responsible investment in fixed income

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