Tag: Fixed Income

JP’s Journal: Rising Global Real Yields – An Explanation
One of the great skills of the best forecasters is...
View
No Recession Yet, But Risks Are Rising. Are You Prepared?
In this paper, Jamie Newton, CFA, and Head of Global...
View
JP’s Journal: Booming Britain?
Booming Britain? Well not quite, but a pleasant surprise nonetheless. UK...
View
JP’s Journal: Credit Ratings Don’t Tell You Everything
For people who know us well, the observation that ‘credit...
View

Barometer: Dissipating Clouds
Reduced recession risk, an approaching peak in interest rates and...
View
European High Yield: Impact from Rising Rates is So Far Relatively Muted
Credit metrics should remain healthy through 2024, even as revenues...
View

JP’s Journal: Recession Delayed – Not Cancelled
Last week saw three UK by-elections in constituencies previously held...
View
Reinvestment Risk Growing, Along with the Soft Landing Narrative
After years of rates being close to or below zero...
View