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As the prolonged era of extraordinary monetary policy winds down, our fixed income fund managers consider what investors should look out for in 2018.
Lawmakers’ proposals to overhaul the US tax regime could lead to a big drop in debt issuance that corporate bond markets are failing to price in, argues Joubeen Hurren.
Structural changes in the credit markets could bring to an end a prolonged period of strong correlations. What are the implications for fixed-income investors?
Italians will head to the polls in the spring to elect their next government. Despite recent electoral reforms, Charlie Diebel explains why Italian uncertainty is unlikely to disappear.
The US yield curve has historically provided an accurate barometer of the economic outlook. But it is wrong to conclude the recent flattening is pointing to a recession, argues James McAveley.
Global high yield has been among the stronger asset classes in 2017, but with spreads already squeezed, where can investors find value?
The bail out of two Italian lenders highlights that progress towards banking and fiscal union will be far from straightforward, argues Oliver Judd.
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