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Recent Posts
French credits are not all at the barricades
Government bond yields have spiked recently but a large share of French investment grade credit trades inside OATs
The Role of Core Bonds in Today’s Fixed Income Market
Systematic Field Notes Q3 2026
In this edition, we highlight how market concentration eased in Q3, especially outside of the US, after a Momentum-led first half of 2026
Why AI’s labour shake-up poses culture questions for investors
As AI increasingly reshapes large parts of the jobs market, companies must navigate emerging operational and reputational risks relating to their own workforce transitions
Asian leaders at the frontier of factory automation
Shrinking labour pools and rising precision demands are reshaping manufacturing, with the region’s companies leading adoption and production of factory robotics
The Fed has spoken. What comes next for core bonds?
With Treasury yields near multi-year highs and the path of rates still uncertain, high-quality core bonds may offer a compelling combination of income, diversification, and resilience.