Gilt-edged opportunities
UK government bonds are cheaper than US treasuries despite a slightly higher US base rate. What does this mean for investors?
The Asian Monetary Fund: Just talk or potential reality?
In the current geopolitical environment, an AMF could give Asian countries a stronger voice in decision-making processes.
European high yield: impact from rising rates is so far relatively muted
Credit metrics should remain healthy through 2024, even as revenues and earnings growth are likely to slow as the macro backdrop starts to bite.
Pulling the plug on privatised water?
The resignation of Thames Water’s chief executive triggered speculation about nationalisation of the company. We explain why we don’t think that’s likely.
European Utilities: as good as it gets…
Explaining why we’ve improved the European Utilities sector fundamental score from Neutral to Positive.
A unique lens on banks and net zero
How are financial institutions embracing the energy transition and managing climate change risks, and what are the opportunities presented by the decarbonisation process?
Through the windshield: rate hikes and borrowing costs for investment grade companies
The impact of rate hikes and borrowing costs on investment grade companies
Crédit IG européen : Focus sur l’immobilier résidentiel et les centres de données
Naviguer sur le marché du crédit immobilier européen. Focus sur l’immobilier résidentiel et les centres de données.
Andrew Dewar
Andrew Dewar is a portfolio manager in the Investment Grade Credit team at Columbia Threadneedle Investments.
A boost for Boeing – what does it mean for bondholders?
A bumper order for 737-Max airplanes bodes well for Boeing and the commercial aviation sector. We assess what it means for bondholders