Skip to main content

Market Insights

Troubled times ahead?

The saying that all good things must come to an end is a bittersweet reflection of reality.

Evolution of bond markets and where to next?

Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape. From a pandemic to growing global macro-economic pressures, the role of fixed income in portfolio construction remains important.

Key Themes for 2024

Towards the start of each calendar year banks and investment managers like to publish their predictions for the year-ahead.

The Three Levers in Fixed Income: Duration, Credit and Pure Relative Value

“In a world that is constantly changing, there is no one subject or set of subjects that will serve you for the foreseeable future, let alone for the rest of your life.” – John Naisbitt, an American author, whose analysis of social trends led to predictions regarding automation in the workplace, globalisation and even the […]

Europe leads the way in sovereign green bond issuance

Europe continues to dominate in the green bond space in 2023, with most green bonds issued either by a European name or denominated in EUR. Following Poland as the first sovereign to issue a green bond…

Market Musings: The Tipping Point?

March was eventful in markets. The collapse of SVB, forced merger between Credit Suisse and UBS and pressure on other banks was a major shock for investors.