Our views


Our views

Our investment experts share their views on markets. For more views visit our archive.

What price sterling credit?

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Jonathan Platt, Head of Fixed Income

5 July 2019

Deciphering dangerous dividends 

26 June 2019

Richard Marwood and Niko de Walden from RLAM’s UK equities team discuss three factors that determine a company’s ability to convert earnings into dividends: capital expenditure (capex), working capital, and exceptional items. Read more

Meet the manager: Peter Rutter, Head of Equities

31 May 2019

Ewan McAlpine, Fixed Income Product Specialist

Assessing the risks and returns of BBB credit

30 April 2019

Martin Foden, Head of Credit Research and Carleigh Young, Credit Analyst

How active investors can benefit from inefficient markets

22 March 2019

Ewan McAlpine, Fixed Income Product Specialist

Opportunities and risks in sterling and global credit markets

19 February 2019

Ewan McAlpine, Fixed Income Product Specialist

2019 Outlook: Fertile ground for active investors

8 January 2019

Jonathan Platt, Head of Fixed Income

A wider look at bonds: unrated shouldn't mean unwanted

28 September 2018

 

Zilla Chan, Senior Credit Analyst and Matthew Franklin, Credit Analyst

Credit & ESG analysis: energy efficiency and secured commercial property bonds

4 September 2018

 

Guy Cornelius, Credit Product Specialist and Stephen Tapley, Fund Manager

Bonds briefly: covenants matter

19 July 2018

Matthew Franklin, Credit Analyst

Assessing ESG performance across the UK water sector and its impact on credit portfolios

Andrew Carter, Chief Executive Officer

View from the CEO

24 May 2018

Andrew Carter, Chief Executive Officer

View from the CEO

December 2017

Jonathan Platt, Head of Fixed Income

Credit market outlook for 2018

December 2017

Shalin Shah, Senior Fund Manager

The global nature of sterling credit markets

October 2017

Nick Woodward, Head of Solutions

How to build a cashflow aware portfolio

October 2017

Andrew Carter, Chief Executive Officer

View from the CEO

October 2017

Guy Cornelius, Credit Product Specialist

Fixed income ETFs versus active funds: what's the difference

September 2017

Azhar Hussain, Head of Global High Yield

Leveraged loans, an introduction

September 2017

Ewan McAlpine, Senior Client Portfolio Manager

Unrated bonds: broadening horizons

August 2017

Andrew Carter, Chief Executive Officer

View from the CEO

June 2017

Responsibility Matters

An in depth consideration of some key current Environmental, Social and Governance (ESG) themes from our sustainable and responsible investment experts:

Q1 2017
Q4 2016
Q3 2016
Q2 2016

Real Insights

A review of the property market from our award-winning team

Issue Three
Issue Two
Issue One

 Investment Clock Economic Reports

Our monthly update from Senior Economist Ian Kernohan:

The articles on this page are for professional customers only. The views expressed are the author’s own and do not constitute investment advice.

Bonds and beyond

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