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Over the last 2 years Central Banks-driven rates hikes have deeply impacted the High Yield markets globally.

August was no by means all rest and relaxation for market participants.

Based on our long-standing views of the financial benefits of sustainability, we integrate some level of ESG (Environmental, Social, and Governance) factor analysis across all our investment processes, and particularly for our sustainable investment strategies.

June was marked by a significant uptick in political uncertainty both in the US and the EU. European parliamentary elections saw right-wing parties gain increased prominence, particularly in France where the strength of their victory led President Macron to call surprise legislative elections.

May was a rather mixed month for bond investors, depending on which side of the Atlantic they were invested in. While US rates rallied, with the 10Y coming down by 18 basis points, Euro rates rebounded, with the German 10Y rising by 8 basis points.

The European Central Bank (ECB) has undergone a significant transformation, evolving from a passive observer to a proactive guardian of financial stability in the eurozone. As the ECB normalises its monetary policy after a period of unconventional measures, a key challenge has emerged: managing excess liquidity. This paper explores the ECB's evolving role in addressing this challenge.

In an ever-evolving financial landscape dominated by data-driven decision-making and economic uncertainty, understanding the nuances of fixed income investing is paramount.

April very much saw investors across most asset classes on the edge of their seats, waiting for the fog to lift on the inflation and larger macroeconomic picture and on how the Fed would react.