Fixed On Bonds

A bond blog written by Premier Miton's Fixed Income team. For Investment Professionals only.

[Fixed On Bonds @FixedonBonds]

With UK government borrowing costs soaring, is the Chancellor on wobbly footing? Read the latest #fixedonbonds blog which highlights how important it is not to forget how much has changed since the GFC and pandemic. https://t.co/tvAiT4k7Mu Advisers only. Capital at risk.

[Fixed On Bonds @FixedonBonds]

Has Asda lost the plot? Premier Miton credit analyst Joe Macland shares his view on a pesky balance sheet:
https://t.co/hIhSab3V1d
Advisers only. Capital at risk. #grocerysector #bonds #fixedincome #investing

[Fixed On Bonds @FixedonBonds]

Read why the Premier Miton fixed income team are keeping duration short and credit risk light in the latest blog from Head of Fixed Income, Lloyd Harris.
https://t.co/4J4Vp9PD7K
Advisers only. Capital at risk. #fixedincome #bondblog #bondinvestors #uselection

[Fixed On Bonds @FixedonBonds]

If Thames Water is preparing for “huge” debt restructuring, is Southern Water going to be next?

Read: https://t.co/4fRrcu5K0h

Advisers only. Capital at risk. #thameswater #southernwater #bondinvestors

[Fixed On Bonds @FixedonBonds]

What does the recent 50bps rate cut mean for bond yields? Read the latest from Premier Miton’s fixed income fund manager Simon Prior:
https://t.co/C1wN42XDhB
Advisers only. Capital at risk. #fixedincome #bondblog #bondinvestors

[Fixed On Bonds @FixedonBonds]

High yields with investment grade security mean contingent convertibles can offer investors a unique opportunity in today’s higher interest rate environment Read more from Lloyd Harris, Head of Fixed Income. https://t.co/x4iePAlf0s Advisers only. Capital at Risk. #cocos

[Fixed On Bonds @FixedonBonds]

In the latest blog Kishan Paun takes a look at the issues surrounding Thames Water looking back over the history of the company, what has led to the current situation and the potential outcomes. https://t.co/nd5hyWiBoZ For Investment Professionals only. Capital at risk

[Fixed On Bonds @FixedonBonds]

In the latest blog Credit Analyst Cameron Geering, looks at the case for bank credit over equity and why the fact banks are shrinking isn’t as concerning as it may appear https://t.co/2OTt5cWB6x For Investment Professionals only. Capital at Risk. #bondblog

[Fixed On Bonds @FixedonBonds]

In the latest blog, Fixed Income trader Anish Shah, highlights the importance of managing liquidity for bond fund performance - especially in stressed markets. https://t.co/5Jvxjiw07Z For Investment Professionals only. Capital at Risk. #bondblog #bondtrading

[Fixed On Bonds @FixedonBonds]

In the latest blog Fixed Income Fund Manager, Simon Prior discusses the risk rising finance costs are having on High Yield Companies. https://t.co/FnWwY3dXvH For Investment Professionals only. Capital at Risk. #bondblog #highyield

[Fixed On Bonds @FixedonBonds]

I’m getting 5, 6, 7% in fixed income, at my age I don’t need much else. Lloyd Harris, Head of Fixed Income looks at how the current bond market is positioned for those nearing and in retirement. https://t.co/nz1alDmLZA Advisers only. Capital at Risk. #bondblog #retirementincome

[Fixed On Bonds @FixedonBonds]

In this blog Robert James unbundles the results of the long-awaited bank stress tests for the UK banking system. https://t.co/qoYygLLPhY Advisers only. Capital at Risk. #bondblog #bankstresstests

[Fixed On Bonds @FixedonBonds]

In this blog Hoy Wan and Lloyd Harris look at the short end of the yield curve and how higher interest rates are making fixed income, and in particular this area of the market, look attractive. https://t.co/zmROSqj83L only. Capital at Risk. #bondblog #moneymarket #bonds

[Fixed On Bonds @FixedonBonds]

With a tentative deal being reached on raising the US borrowing limit, Simon Prior looks at the close relationship between dollar liquidity and financial markets https://t.co/noreOWsRDC For Investment Professionals only. Capital at Risk. #bondblog #USdebt

[Fixed On Bonds @FixedonBonds]

As the European Watchdog Discusses AT1 Reforms, Lloyd Harris looks at why this is a positive for the AT1 market https://t.co/3KzcI8Fv3e For Investment Professionals only. Capital at Risk. #bondblog #AT1 #bonds

[Fixed On Bonds @FixedonBonds]

Following the announcement of the early redemption of UniCredit’s AT1 bond, Lloyd Harris, Head of Fixed Income explains why he believes calls are now more likely than not. https://t.co/ddbMlheBYl Advisers only. Capital at Risk. #bondblog #AT1bond #bonds

[Fixed On Bonds @FixedonBonds]

In the latest blog, Kishan Paun considers the extent to which the Chinese decoupling narrative is even possible. For Investment Professionals only. Capital at risk https://t.co/6jbD7aAKCQ #bondblog #chinesedecoupling #china

[Fixed On Bonds @FixedonBonds]

Rob James looks at the demise of Silicon Valley Bank, and what this means for the banking sector. Highlighting what the differences in balance sheets and regulations make to liquidity. https://t.co/k6W8U8t4q7 For Investment Professionals only. Capital at risk #Bankingsector #SVB

[Fixed On Bonds @FixedonBonds]

In the latest blog Lloyd Harris, Head of Fixed Income argues that there has scarcely been a better time not to own duration risk. For Investment Professionals only. Capital at risk https://t.co/hWppDUpX9X #bondblog #bondinvestors #durationrisk

[Fixed On Bonds @FixedonBonds]

Abhayjeet Singh Bal looks at why gas prices have fallen in Europe, what this may mean for the gas market in 2023 and the key challenges the market faces For Investment Professionals only. Capital at risk https://t.co/5o8Omm0iOZ #energycrisis