Newsletter | September 2026

Newsletter | September 2026

MARKET REVIEW Government bond markets underwent a further sharp repricing in September, as nominal and real yields moved higher, particularly in the United States. The US 10-year Treasury yield rose to new cycle highs, reflecting resilient economic activity,...
Newsletter | August 2026 

Newsletter | August 2026 

MARKET REVIEW Government bond markets adjusted sharply again in August, with yields rising across most major sovereign curves and maturities. The US 10-year Treasury yield moved decisively higher, while German Bunds and other core European markets followed the same...