What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
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The ‘politicisation’ of central banks is more than just an awkward word to pronounce. It reflects a growing political pressure on central banks caused by an evolving macroeconomic and political backdrop. At a recent dinner attended by policy experts, we discussed the changes that have taken place and how this might affect fixed income markets.
Newly installed Fed Chair Kevin Warsh delivered a quietly hawkish statement after leading his first FOMC meeting.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.
Implications of the latest ECB rate hike on dispersion and positioning in European fixed income markets.
With credit spreads at historic tights and rates moving higher, investors should focus on resilient yield, as there is limited room for price appreciation.
How geopolitics is creating tactical opportunities within the chemical sector.
Surging supply from AI-driven tech giants is reshaping investment grade credit. Explore what this means for spreads, sector shifts, and investor strategies in 2026.
Modest economic growth should support high yield bonds but rich valuations demand selectivity.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.