Category Archives: Fixed Income

3 Things the European Investment Grade Fixed Income Team Talked About Last Week

 1. ECB Meeting 24 hours. That’s the time it took the ECB hawks to break ranks and confirm what most of us suspected – that the ECB Governing Council had discussed a rate hike at the previous day’s meeting. Despite … Continue reading

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Fixed Income: How to Invest in a Higher Inflation World

This is the first of a series of blogs in which we will analyze the main inflation drivers that investors should consider in 2017 and beyond, as well as investment opportunities to deal with higher inflation across fixed income, equity and … Continue reading

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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

 1. European Inflation – a Black Swan?  Some things can truly be described as rare events – the wrong film being announced as an Oscar winner and the discovery of 7 new planets being two recent examples. Last week we … Continue reading

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How to Play Economic Acceleration

It has been a benign start to the year for investors. Stock markets have reached new all-time highs in the US and delivered strong positive returns across the board globally. Credit spreads in developed markets have tightened slightly, as the … Continue reading

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2 Things the European Investment Grade Fixed Income Team Talked About Last Week

1. The French Connection The major talking point in European Investment Grade Fixed Income markets last week was the sudden and violent widening of non-core markets against Germany. It was most evident in France, but also occurred in Italy, Portugal … Continue reading

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