Tag: Fixed Income

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Barometer: Caution Prevails

In the face of economic uncertainty and stubborn inflation, we...

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JP’s Journal: Make the Most of the Autumn Sunshine

Last week, Royal London Asset Management held its first Fixed...

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JP’s Journal: What if Base Rates Hit 8%?

Historians generally disparage ‘what if’ narratives – but it makes...

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Expect a Few Bumps, But No Accidents, in Auto ABS

In this paper, the Liquidity Solutions team defines benefits of...

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JP’s Journal: A Tale of Two Mountains

Several of my journal updates in recent months have referenced...

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Income Generator: Back in Bonds

Bonds are once again becoming a cornerstone allocation within portfolios....

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JP’s Journal: A Flash in the Pan, or Something Else?

There are some delightful British idioms. ‘A flash in the...

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Tighter Bank Lending, Healthier Corporates. Is that Even a Thing?

Why are some areas of the credit market holding up...

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JP’s Journal: Rising Global Real Yields – An Explanation

One of the great skills of the best forecasters is...

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No Recession Yet, But Risks Are Rising. Are You Prepared?

In this paper, Jamie Newton, CFA, and Head of Global...

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