A flight to safety in the wake of the failure to two US banks led to an abrupt fall in...

Our graph of the week shows that financial markets continue to price a much higher ECB policy rate a year...

A remarkably rapid tightening of monetary policy by leading central banks has been the dominant theme for financial markets in...

Against a backdrop of major supply shocks, higher inflation and rising interest rates, most major credit markets have suffered losses....

Solid financials and attractive market valuations have led us to add to our long position in European investment-grade (IG) bonds,...

Political debate continues on EU emissions trading reforms to help meet the bloc’s emissions reduction targets. Thibaud Clisson summarises the...

Financial conditions are tightening, with the ECB raising its policy rates for the first time since 2011. We expect the...

Estimates of the level of the US fed funds rate – the Federal Reserve’s main policy rate – in one...

Global equities have continued their sell-off over the last week. What is new is that markets are now reacting to...

While markets seesaw on news reports, expectations for the level of central bank policy rates are ratcheting higher as inflation...