Fixed On Bonds

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Trump the “paper tiger”. The move from Iran’s implicit leverage to explicit control in the Strait of Hormuz

Lloyd Harris

Iran’s shift from implicit to explicit control of the Strait of Hormuz marks a structural change for markets. Lloyd Harris, Head of Fixed Income, examines why higher transit costs, persistent disruption risk and inflationary pressure may outlast the ceasefire.

The supply chain shock no one is talking about

When investors think about the Strait of Hormuz, they think about oil. Brent currently stands at $112 (19.03.26) and tanker...

2026 Fixed Income outlook: Running it hot, staying short

Going into 2026, the fixed income landscape is still shaped by a decisive break from the 2010–2021 regime of zero...
Imge of tower cranes working above a half-finished building, overlaid with a dramatic red and orange arrow pointing downward.

Europe’s industrial reckoning: protectionism or extinction

Europe’s industrial base is under pressure from global competitors with its legacy sectors like autos, steel, and chemicals being displaced....
Image of sea from above distorted and transforming into stripe pattern.

SAR’s in their eyes: the turning tide in UK water utilities

News broke yesterday morning that the government has lined up FTI Consulting as the likely administrator for Thames Water, should...
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