Latest fixed income thinking

Europe’s hazardous route to a banking union
14 Aug 2017
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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Bond volatility: all aboard the big dipper?
28 Mar 2017
Since the financial crisis, bond volatility has fallen to historic lows. But changes to the structure of the fixed-income markets suggest volatility could be set for a comeback, creating risks and opportunities for investors.
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Fixed income: the debt disconnect
27 Mar 2017
As the mountainous scale of global debt continues to climb, investors are advised to heed the lessons of the past, argues Chris Higham.
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Party may be nearing its end but all is not lost for bond investors
16 Sep 2016
While government debt may continue to be a core holding, bond investors need to get creative in the hunt for other sources of return. Betting on a pick-up in volatility appears to be an attractive way of potentially boosting returns with limited downside risk, writes James McAlevey.
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Party may be nearing its end but all is not lost for bond investors
16 Sep 2016
While government debt may continue to be a core holding, bond investors need to get creative in the hunt for other sources of return. Betting on a pick-up in volatility appears to be an attractive way of potentially boosting returns with limited downside risk, writes James McAlevey.
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Growing pains: tougher standards needed to keep the green bond market on track
10 Aug 2016
Demand for green bonds has soared in recent months – but it is becoming difficult to tell whether these bonds are truly delivering on promised environmental benefits. It’s time for more rigorous standards.
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