Category: Fixed income

Category: Fixed income


US mid-term election results: Merian Global Investors managers comment on a divided Congress

As Democrats gain control of the House, and Republicans increase their influence in the Senate amid a high voter turnout,...


Market volatility: managers comment

In the light of recent volatility across world equity markets, three of our leading fund managers offer their interpretations and...


A year of change

Mark Nash, head of fixed income, weighs a new volatile environment for investors.


Calmer Waters

We believe that the beaten up valuations in emerging markets are starting to look interesting


End of an era

The market turbulence caused by political upheaval in Italy revealed cracks in the eurozone that had been papered over by...


Exploiting the exit

After a number of false starts, major central banks appear finally to be in the process of scaling back the...


CoCos: the evolution of a market

We chart the growth of CoCos from the aftermath of the global financial crisis to today.


10 years after the last rate hike, BoE grapples with inflation mandate

It has now been 10 years since the Bank of England (BoE) last hiked interest rates, the longest pause in...


Let macro set you free

For years markets have been operating under a benign form of bondage to central bank policy and technical factors.


Fed finger to stay on rate-hike trigger

The US Federal Reserve (Fed) has just raised interest rates for the third time in a decade, in a significant...