983 insights found
Global Strategic Bonds Reasons for optimism in 2021
We believe that, despite the imminent challenges faced by the global economy from the continued effects of lockdowns and weak fundamentals, there are certainly factors that allow us to look at prospe ...
Some old favourite themes have been in focus this week as we took a breather from events in Washington.
Sterling Credit Short Duration strategy: The rally continues
December, supported by the start of coronavirus vaccinations in a number of countries, the announcement of a new $900bn fiscal stimulus in the US, and news that the UK and EU had finally struck a tra ...
Global Short Duration strategy: The rally continues
Vaccine rollout started but coronavirus infections remained elevated
RCEP: Integrating Asia beyond trade
Gauging the impacts of creating the world’s largest trading bloc
US High Yield Market Review
The US high yield market (as represented by the ICE BofA Merrill Lynch US High Yield Index) produced a 6.17% return in 2020, slightly better than the yield-to-worst at the start of the year, and in-l ...
Has a Blue Wave changed our view on duration?
The first week of 2021 has been anything but boring. The Democrats won both Senate races in Georgia, which should allow them to pass a larger fiscal stimulus in the near term as well as pass other me ...
I hope you were able to stay safe and enjoy the holidays and I wish you a very happy and prosperous 2021.
Quick Take with Nick Hayes
What has worked well or not for the strategy this year?