Fixed On Bonds

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Ain’t no tariff high enough: another blow to the auto sector?

Hoy Wan

At this pivotal moment for the sector, the value of stability has never been clearer, according to fund manager Hoy Wan.
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Who are the winners and losers from Trump tariffs?

Credit Analyst Joe Macland considers some potential impacts on consumer brands and what this has to do with fixed income...
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Peripheral Banks: Off the Ropes

Credit analyst Toby Williams considers whether European banks are off the ropes. Will they keep going the distance?...

Bond markets and the tricky balancing act

With hindsight it was clear the UK was walking a tightrope when exiting the fiscal disaster that was the pandemic,...
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From aisles to trials: the ongoing challenges for Asda

Has Asda lost the plot? In his first blog here, the team’s new credit analyst Joe Macland reflects on Asda’s...
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