Fixed Income

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Markets

18JAN 2018

A year of President Trump: seven charts that reflect market reaction

It has been a year since Donald Trump’s presidential inauguration. We take a look at how financial markets have performed.

2017

DECEMBER

12DEC 2017

Markets

Outlook 2018: Global convertible bonds

We expect the current unprecedentedly benign market conditions ultimately to be disrupted and see convertible bonds affording effective protection against this.

12DEC 2017

Markets

It's not black and white for fossil fuel investing

Our experts believe that dialogue with individual companies about their plans will be more effective than divesting from the industry completely

11DEC 2017

Markets

Outlook 2018: Global corporate bonds

Global corporate bond valuations are elevated and insufficient to compensate for risk, but there will continue to be selective opportunities to take high conviction positions.

07DEC 2017

Markets

Monthly markets review - November 2017

A look back on markets in November when US equities led the advance.

06DEC 2017

Markets

Outlook 2018: European corporate bonds

We expect episodes of volatility during 2018, which should provide opportunities to buy good corporate bonds relatively cheaply.

06DEC 2017

Markets

Outlook 2018: Global bonds

Will 2018 be another year in bond nirvana or are the storm clouds set to upset bondholder stupor?

06DEC 2017

Markets

Outlook 2018: Asian bonds

Improving global growth and low inflation should be supportive forces for Asian bonds in 2018 but higher oil prices could be a headwind for the region.