Banks

Following higher than expected inflation data in the UK, Gordon Shannon looks at the knock on effects within the Gilt market and the increased pressure on the Bank of England.

What do the release of the Fed minutes tell us about the forward path for monetary policy? Danny Zaid argues that for market participants looking for clarity, the minutes, provide more questions than answers.

Two months have now passed since the Swiss regulator’s decision to controversially write down Credit Suisse AT1s. Dillon Lancaster looks at possible European Banking Authority reforms and what it means for the sector?

As we come to the end of a much anticipated earnings season what are the key takeaways?

Given the current macro environment, Pauline Quirin believes loans with near term maturities provide a useful insight into where risk lie.

Yesterday’s CPI Report from the Fed gave reasons for optimism. Read Felipe Villarroel’s analysis of the report and what it could mean for the Fed’s uncomfortably long battle against inflation.

Following the release of the ECBs bank lending survey Felipe Villarroel looks at the response from the banking sector and the wider implications for credit conditions.

As earnings season kicks off in Europe, Eoin Walsh looks at what impact, if any, recent volatility in the banking sector has had on European banks. 

Partner and Portfolio Manager Felipe Villarroel looks at new labour market data from the US and why this is good news for the Fed. 

Partner and Portfolio Manager, Aza Teeuwen, discusses the impact of Q1 events on the European ABS market and how he expects the markets to respond moving forward.

Following a busy quarter in bond markets, Portfolio Manager Charlene Malik reflects on macro events and discusses how our Multi-Sector Bond team have responded.

Partner and Portfolio Manager Chris Bowie discusses recent Q1 events and gives an outlook for Investment Grade for the next quarter.