Gilt-edged opportunities
UK government bonds are cheaper than US treasuries despite a slightly higher US base rate. What does this mean for investors?
In Credit Weekly Snapshot – August 2023
Our fixed income team provide their weekly snapshot of market events.
The Asian Monetary Fund: Just talk or potential reality?
In the current geopolitical environment, an AMF could give Asian countries a stronger voice in decision-making processes.
European high yield: impact from rising rates is so far relatively muted
Credit metrics should remain healthy through 2024, even as revenues and earnings growth are likely to slow as the macro backdrop starts to bite.
In Credit Weekly Snapshot – July 2023
Our fixed income team provide their weekly snapshot of market events.
Pulling the plug on privatised water?
The resignation of Thames Water’s chief executive triggered speculation about nationalisation of the company. We explain why we don’t think that’s likely.
European Utilities: as good as it gets…
Explaining why we’ve improved the European Utilities sector fundamental score from Neutral to Positive.
A unique lens on banks and net zero
How are financial institutions embracing the energy transition and managing climate change risks, and what are the opportunities presented by the decarbonisation process?
Through the windshield: rate hikes and borrowing costs for investment grade companies
The impact of rate hikes and borrowing costs on investment grade companies
In Credit Weekly Snapshot – June 2023
Our fixed income team provide their weekly snapshot of market events.