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Gilt markets look too bearish
UK Gilt markets are pricing in further increases in yields. But the economic data suggest this view is too pessimistic.
BOE shies away from insurance cut and prays for sustainable growth
The BoE held rates at its first meeting of the new year and its last before the UK leaves the EU
Sterling investment grade set to outperform US/Euro bonds
With reduced political uncertainty, fundamental credit considerations will once again frame returns for the sector.
Low bond yields are here to stay, even if fiscal stimulus returns
Even if fiscal stimulus makes a return, we think low bond yields will stay because of central bank action and late-cycle effects
BOE holds steady but case for rate cut is compelling
The Bank of England (BoE) left rates unchanged but the case for an 'insurance cut' is compelling in the face of weak growth and Brexit uncertainty.
BoE: Holds rates steady amid Brexit uncertainty
We expect the Bank of England to cut rates by 25 bps by year-end
A BoE rate hike is an unnecessary risk
This August, we expect the Bank of England (BoE) to stand and deliver only their second interest rate rise in the past ten years.
Easy days could soon be over: central bank policy normalisation
Easy monetary policy could soon be over, with huge consequences for debt, asset prices, inflation and much else.
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