Fixed On Bonds

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The supply chain shock no one is talking about

Kishan Paun

When investors think about the Strait of Hormuz, they think about oil. Brent currently stands at $112 (19.03.26) and tanker traffic is down over 90%. This is widely considered to be the largest energy disruption in modern history. All true, and all completely visible, but every headline draws attention away from where the real pain is building.

2026 Fixed Income outlook: Running it hot, staying short

Going into 2026, the fixed income landscape is still shaped by a decisive break from the 2010–2021 regime of zero...
Imge of tower cranes working above a half-finished building, overlaid with a dramatic red and orange arrow pointing downward.

Europe’s industrial reckoning: protectionism or extinction

Europe’s industrial base is under pressure from global competitors with its legacy sectors like autos, steel, and chemicals being displaced....
Image of sea from above distorted and transforming into stripe pattern.

SAR’s in their eyes: the turning tide in UK water utilities

News broke yesterday morning that the government has lined up FTI Consulting as the likely administrator for Thames Water, should...

Why are credit spreads so tight?

Lloyd Harris, Head of Fixed Income, discusses how the persistent tightness in credit spreads remains a central theme in bond...
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