Fixed Income

The first quarter of 2022 has seen fixed income markets experience an atypical correlation tantrum, with negative returns across regions and sectors. We speak to Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneedle Investments; Alasdair Ross, Head of European Fixed Income; and Brian Lavin, Head of High Yield, to find out why they are behaving this way.

As widely expected, the Bank of England (BoE) has decided to raise interest rates for the second time in two months – the first back-to-back rate rise since 2004.

In this episode of Credit Threads, we discuss the outlook for consumers and the ways bond investors can find opportunities in consumer debt.

In the very first episode of our new fixed income podcast, Credit Threads, our bond specialists discuss how central banks respond to financial conditions, how they impact fixed income investing and how fund managers factor financial conditions into their decision-making.

With the help of Edward Al-Hussainy, Senior Interest Rate and Currency Analyst, and Adrian Hilton, Head of Global Rates and Emerging Market Debt, the Eye of the Needle team tackles the hot topic of potentially rising inflation, why it might happen, what it would mean for consumers, companies and investors, and how central banks might go about tackling it.

An apparent end to post-election uncertainty in the United States allied to yet more positive vaccine news has driven stock markets to new highs last week.