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Latest insights

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Inflation pressures?

Global bond yields rose this week amid building inflation pressures, whilst UK political uncertainty sent gilt yields to 30-year highs.

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Mark Dowding
May 14, 2026

European banks are not the banks of 2008. Is it time to rethink AT1s?

Banks’ capital strength, profitability, and business model quality have improved in recent years, and we believe the sector deserves a fresh look.

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Marc Stacey
May 13, 2026

Credit market dynamics to watch

The concentration of software assets in private credit markets is raising questions about investor positioning in the face of AI-driven disruption.

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Tim Leary
May 13, 2026

European bond markets: five musings from April

Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets.

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Neil Mehta
May 11, 2026

Dollars and Sense podcast

In our ‘Dollars and Sense’ podcast episode, we discuss the flavours of the leveraged finance space, including high yield bonds and leveraged loans.

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