Opinions

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Close Up  |  December 3, 2024

The curve is not flat

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn examines what the normalisation of yield curves means for investors in the European investment-grade market.

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Close Up  |  November 1, 2024

Getting technical on European high yield

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn examines the factors behind the consistent performance of high yield this year.

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Close Up  |  October 3, 2024

Is the compression trend going into reverse?

In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn examines the recent decompression in European credit spreads.

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Close Up  |  September 2, 2024

Has 2024 been all about tighter spreads? Not everywhere...

In his latest column on key developments, themes and opportunities in credit markets, Ian Horn explores what is happening to longer-dated spreads in European investment grade.

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Close Up  |  August 1, 2024

Are investors being paid to take risk within credit?

In his latest column on key developments, themes and opportunities in credit markets, Ian Horn explores what is happening to spread premia in the European investment-grade market.

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Close Up  |  July 3, 2024

The re-weighting game: European credit losing appeal versus US

Portfolio manager Ian Horn discusses the latest developments, themes and opportunities in the investment-grade and high-yield markets.

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Close Up  |  June 3, 2024

Finding value where others fear to tread

Portfolio manager Ian Horn discusses the latest developments, themes and opportunities in the investment-grade and high-yield markets.

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Close Up  |  May 7, 2024

Taking Stock

Portfolio manager Ian Horn discusses the latest developments, themes and opportunities in the investment-grade market.

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Close Up  |  April 3, 2024

What’s really going on with credit spreads?

Portfolio manager Ian Horn discusses the latest developments, themes and opportunities in the investment-grade market.

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Close Up  |  March 8, 2024

The Great Compression

In the first of a monthly visual series to explore key themes in the credit markets, portfolio manager Ian Horn looks at where he sees the best value in credit spreads, the impact of shortening market duration, and how flows are moving back into credit products.