Category Archives: Fixed Income

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

 1. UK – Some Easter Egg-citement No sooner had we recovered from the chocolate hangover of the Easter weekend than UK Prime Minister Theresa May pulled her own bunny out of a hat by announcing a surprise general election to … Continue reading

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

1. German Short-Dated Bonds Revisited A couple of weeks ago in our blog we noted how the short-end of the German sovereign yield curve had become very expensive, and wondered if that richening, particularly against swaps, might reverse. Since then, … Continue reading

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

Brexit – “Since EU Been Gone” Song titles are popular amongst financial commentators to describe events in markets, and last week was no different. In our attempts to describe the triggering of Article 50 by the UK, we came up … Continue reading

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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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