Tag: Fixed Income
JP’s Journal: A Flash in the Pan, or Something Else?
There are some delightful British idioms. ‘A flash in the...
ViewTighter Bank Lending, Healthier Corporates. Is that Even a Thing?
Why are some areas of the credit market holding up...
ViewJP’s Journal: Rising Global Real Yields – An Explanation
One of the great skills of the best forecasters is...
ViewNo Recession Yet, But Risks Are Rising. Are You Prepared?
In this paper, Jamie Newton, CFA, and Head of Global...
ViewJP’s Journal: Booming Britain?
Booming Britain? Well not quite, but a pleasant surprise nonetheless. UK...
ViewJP’s Journal: Credit Ratings Don’t Tell You Everything
For people who know us well, the observation that ‘credit...
ViewBarometer: Dissipating Clouds
Reduced recession risk, an approaching peak in interest rates and...
ViewEuropean High Yield: Impact from Rising Rates is So Far Relatively Muted
Credit metrics should remain healthy through 2024, even as revenues...
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