While it’s possible that credits could keep rallying, the margin for error is extremely limited.
31-03-2021
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Insight
Fixed income outlook: Coming to America
Several things are coming to America.
23-03-2021
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Insight
Guide to climate fixed income investing
Our publication explains how to stimulate decarbonization of the broader economy and society by investing in companies committed to reducing climate change.
09-12-2020
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Insight
Fixed income outlook: Just another range trade
Markets participants, often overly focused on cyclical and economic factors, may need to take a broader perspective.
08-12-2020
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Insight
Is there value in fallen angels?
Credit downgrades can be an opportunity for high yield investors.
The 2020 US Elections have entered the final straight.
20-10-2020
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Insight
Stimulus has made bonds less attractive than equities
The improving global economy has made bonds less attractive compared to equities, says portfolio manager Jeroen Blokland.
07-09-2020
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Monthly outlook
Fixed income outlook: Rising waves
The latest wave of market euphoria prompts us to realize gains and adopt a patient stance.
08-07-2020
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Insight
The unique climate change risks facing insurers
Climate change has become undeniable, and no industry has greater exposure to its risks than the insurance sector.
02-07-2020
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Insight
Credit outlook: The rules have changed
The ‘common enemy’ elicited a massive unconventional, coordinated series of stimulus by policy makers.
24-06-2020
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Insight
Reducing the carbon intensity of multi-factor credits strategies
Our research into sustainability integration in quantitative investment strategies shows that such strategies lend themselves well to integrating secondary objectives, such as reducing carbon intensity.
