Inflation

What a difference a year makes. A year ago, we were bracing for the most anticipated recession in history with the 10-year US Treasury yield threatening to push below 3%. Flash forward a year later, the US 10-year yield briefly hit a multi-decade high...

Lowest since December 2021

Except for US regional banks, fundamentals across the banking sector are the strongest they have been in decades, yet the sector trades wide of the broader corporate bond market. Does this represent an opportunity?

Voted to hold in March

Markets expect interest rates to fall this year, offering investors the strongest opportunity for fixed income seen for a long time. Watch this video podcast to learn how best to harvest this exciting opportunity.

Optimistic outlook

Follows 3.6% rise

Service inflation will be key

Fifth consecutive hold

‘Uncertain’ economic outlook