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

Monthly multi-asset desk views

Published date: February 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: February 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: February 2018

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Join our first Fixed Income webinar of 2018 to hear an overview of key economic topics and investment themes.

Fixed Income Review and Outlook webinar

Published date: February 2018

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2018 will likely be a trickier year for credit investors than 2017.

Quarterly fixed income and currency review and outlook

Published date: January 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: January 2018

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Overall 2017 was a good year for risk assets but a poor year for the US dollar, contrary to market expectations at the start of the year, when interest rate differentials were expected to be a driver of dollar strength. Credit clearly outperformed government bonds and government bonds traded sideways, with a little volatility at times.

Annual investment outlook

Published date: January 2018

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In credit, we have slightly improved our outlook given our positive assessment of overall macro credit fundamentals, and we have generally maintained modest long credit risk exposure.

Fixed income snapshot desk views: maintaining modest long credit risk exposure

Published date: January 2018

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Look beyond simple headline index yields and understand the unique characteristics of the high yield credit sector and the opportunities these present for active managers.

Rising stars and fallen angels: looking deeper into high yield opportunities

Published date: January 2018

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In this 15 minute session, Colm McDonagh, our Head of Emerging Market Debt will discuss what has happened to emerging market classes over the fourth quarter of the year.

Emerging market review and outlook webinar

Published date: January 2018

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Watch our video to hear Jeremy King, Head of Business Development, describe how we work with investors to help meet their needs through secured finance investing.

Secured finance - what can it help solve?

Published date: January 2018

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In this 15 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: January 2018

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Heneg Parthenay and Simon Richards look at trade finance and the opportunity for insurers to exploit the $1tn short-term funding gap of global businesses. Published by Insider Quarterly.

Filling the gap

Published date: January 2018

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Our view on why global CLOs are re-emerging as a major structured credit market.

The resurgence of the global CLO opportunity

Published date: December 2017

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