Paul Brain

Why we believe a changed macroeconomic backdrop makes an absolute-return investment approach increasingly relevant.

Could we see further financial casualties this year?

How far can the bond rally go?

We analyse how diverging economies can create opportunities for bond investors with a global mindset.

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

We assess what the Fed’s latest monetary-policy signalling could mean for bond markets.

We assess central banks’ latest strategies on interest rates as near-term inflation continues to rise.

We assess the mood in bond markets as central banks once again start to focus on tapering quantitative-easing…

We assess the drivers behind unusual recent moves in global bond markets and consider what may happen next.

We assess the near and mid-term implications of central-bank and government policy for bond markets.

How a multi-asset credit approach could help investors seeking better yields and diversification.

We discuss how bond markets have responded to the US election.

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

We assess the ramifications of the European Union’s €750bn deal for EU bond markets and the euro.

We assess how US-dollar strength will affect the global economy as it starts to recover from the pandemic.

We assess some potential consequences of the pandemic, and how they may play out in the global economy.

How the pandemic and rescue packages are changing both corporate behaviour and the dynamics of fixed-income markets.

We analyse the impact of Covid-19 on global bond markets in anticipation of the next stage.

As the political deadlock looks set to continue in Spain, we assess the impact on debt markets.

Political uncertainty could create short-term instability for Spanish bond spreads, but will it last?

As the bond-market cycle clock ticks on, we offer our outlook for 2019.

At our investment conference, we discussed the stress indicators that could herald the next market stage for bonds.