Reflections on the Bank of England's efforts to avoid surprising a fragile gilt market.
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Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
How corporate efficiency is supporting profitability and earnings growth.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
Weakness in U.S. hiring should be taken within the context of tariff uncertainty, but other labor market metrics are holding steady.
Reviewing the potential impact of tariffs on US inflation from multiple angles.
Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
ECB June rate cut reflects solid progress towards target inflation.
Considering the potential implications of April’s inflation print for the bond market, the Fed, and fixed income investors.