Recent thinking

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Join our Fixed Income webinar to hear an overview of key economic topics and investment themes.

Fixed Income Review and Outlook webinar

Published date: May 2018

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The market is currently pricing in three hikes over the next 2.5 years, which is broadly in line with our forecast.

Quarterly fixed income and currency review and outlook

Published date: May 2018

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This is an opportunity to hear from Matthew Merritt, Head of Multi-Asset Strategy Team, who will update you on our views about the evolving economic and market environment and outline how these developments are shaping your diversified growth.

Insight broad opportunities strategy review and outlook webinar

Published date: May 2018

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Despite the recent rise in interest rates, global investors continue to search for attractive yield. In this paper we examine a defensive approach that focuses on the short-end of the high yield debt universe, retaining the potential for higher returns but with lower expected volatilty.

A short-dated approach to high yield

Published date: May 2018

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In our view, markets are not adequately pricing in the shift away from quantitative easing. We continue to have strategic short duration positions in Europe and the US as well as relative-value longs in Australia and a tactical long in the UK.

Fixed income snapshot desk views: modestly overweight credit risk

Published date: April 2018

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In this 22 minute session, portfolio managers Oliver Williams and Thibaut Nocella review recent developments in emerging market debt, discussing key trends and where they see opportunities arising.

Emerging market review and outlook webinar

Published date: April 2018

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Weekly roundup from our multi-asset team focused on market moves, the drivers behind them, plus macroeconomic releases and central bank decisions.

Weekly multi-asset desk views

Published date: April 2018

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An overview of the latest developments affecting global fixed income markets and how our portfolios are being positioned in response.

Weekly fixed income review

Published date: April 2018

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In this 20 minute discussion, our Senior Market Strategist David Jamieson will discuss interest rates, inflation, z-spreads, real yields and other news.

LDI review and outlook webinar

Published date: April 2018

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A recent fear for high yield investors has been the prospect of normalising interest rate policy in developed markets. We outline the value of a flexible approach to high yield investment and the various strategies that can be undertaken to protect against rising interest rates.

High yield: managing rising rates through short dated high yield

Published date: April 2018

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David Averre, Head of Credit Analysis and Joshua Kendall, ESG Analyst will provide an update on our ESG initiatives and will answer any questions you may have.

Responsible investment update webinar

Published date: April 2018

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Investors often discount the importance of environmental, social and governance (ESG) analysis in emerging market debt (EMD) investing, based on perceptions that emerging market governance is inherently weak or that data is lacking.

Debunking the ESG myths in emerging market debt

Published date: March 2018

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Short videos giving answers to questions such as: “What are the biggest influences on the endgame?” and “How can the industry help stakeholders make a more informed decision?”

Helping you make a more informed de-risking decision: views from independent, industry practitioners

Published date: March 2018

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Putting principles into practice | Read our latest report which explains how our responsible investment approach has shaped our fixed income, equities and farmland investments in 2017, and our plan for the future.

Annual report on responsible investment 2018

Published date: March 2018

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