Posts

Debt, duration and discipline in bond markets

31/10/2025 in Fixed income

Where to find value when yields look stretched

27/10/2025 in Fixed income

372. Are credit spreads really expensive?

23/10/2025 in Fixed income

Complacency at the peak

15/09/2025 in Fixed income, Multi-Asset

Rethinking risk in US debt

14/07/2025 in US, Fixed income, Multi-Asset

Fixed income with a different flavour

13/06/2025 in Fixed income

Dull and reliable investments

11/06/2025 in Equities, Fixed income

358. How flexibility wins in uncertain markets

15/05/2025 in Fixed income

Is a strategic bond fund right for you?

02/05/2025 in Fixed income

Are tight spreads a bad thing for high yield?

28/03/2025 in Fixed income

2025 is going to be harder – but all-in yields are attractive and there will be select opportunities

18/03/2025 in Fixed income, Investment Trusts

Where is the real value in fixed income in 2025?

26/02/2025 in Fixed income

346. Navigating rate cuts and inflation: tactical strategies for a volatile market

13/02/2025 in Fixed income

Finding gems in the rubble: A contrarian’s guide to 2025 markets

14/01/2025 in Equities, Fixed income

How inflation and interest rates shape fixed income and multi-asset portfolios

11/12/2024 in Fixed income, Multi-Asset