Bond Navigators: Beware the Narrative
In a recent meeting I was asked if I was still positive about sterling credit...
Global Market Insight
A Brief Reprieve
Investors had a brief reprieve from geopolitical surprises at the end of December, but 2026 started with a bang as the US arrested Venezuelan President...
Royal London Asset Management
Bond Navigators: Beware the Narrative
In a recent meeting I was asked if I was still positive about sterling credit compared to government bonds, given that ‘spreads are tight’.It’s true, spreads are tight. Depending on...
- Does it matter?
- Can this continue in 2026?
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Market Update on Developments in Venezuela
The weekend’s operation in Venezuela and the capture of Maduro have further heightened geopolitical tensions....
Commodities Tracker – January Edition
This commentary covers the key takeaways for the listed commodities. Click the (x) next to...
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High Yield Chat with Principal Global Investors
DDQ Invest chats to Simone Mallardi, Senior High Yield Analyst
How to Find a Special Situation Investment...
M&G Special Situations Podcast
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How to assess our approach to technology sector equities since the launch of...
Charting a Course Through the Changing Responsible...
How understanding market dynamics and research led insights help us guide clients through...
The LDI Curriculum: 3 Lessons You Can’t...
This summer, UK gilt markets have outwardly been remarkably calm. Ten-year gilts have...
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Fixed Income Masterclass Lunch
Geneva | 10th March 2026
We are delighted to host our Fixed Income Masterclass Lunch in Geneva at...
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Fixed Income Masterclass Lunch
Zurich | 11th March 2026
We are delighted to host our Fixed Income Masterclass Lunch in Zurich at...
Mandarin Oriental Savoy, Zurich
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Nordea Exceeds EUR 200bn in Sustainable Financing
Our latest financial figures reveal a significant milestone: we have...
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Macro/government bonds The publication of weaker than expected US labour...
The Viewpoint: Investment Styles – Why Do they Matter?
A source of consistent debate over my career has been...
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What Investors Should know about the Current US Budget Deficit
The bond market constrains the US government’s every move. Breaking free will require economic contraction, explains Edmund Harriss, CIO. The...
A New Agenda for Sustainable Investing Research
A Q&A As client needs evolve, rigorous sustainable investing research is critical. We speak with Carolina San Martin, new...
Banking on (Non-Traditional) Financials
The hunt for quality growth in the financials sector has long been a slog for those wanting to limit their...
Reassessing Sustainability and Investing in Defence
Sustainable investors have typically avoided investments in defence. Geopolitical developments, and the evolution of a more nuanced view of what...