Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile
Articles by Rosa Fenwick
AI bond supply: Why the market can absorb the coming wave
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). There’s a moment in the Wizard of Oz where the terrifying wizard turns out to be a nervous man pulling levers behind a curtain. Once revealed the wizard seems a lot less imposing.
In Credit Weekly Snapshot – One night in Bangkok
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). Government bond yield curves bull flattened last week: US two-year yields fell around 8bps and 30-year yields declined around 17bps. European and Japanese bond markets saw similar, smaller moves. Concerns about artificial intelligence (AI)-led growth triggered safe-haven demand for government bonds, despite persistent worries about energy-led inflation.
Multi-Asset Investment Outlook 2027: Technological tailwind,geopolitical headwind
ALLEEN VOOR PROFESSIONELE BELEGGERS (niet te gebruiken voor of te overhandigen aan derden en Retail beleggers). Voor marketingdoeleinden. The global economy has proved more resilient than many expected, but the investment landscape of 2027 looks materially different from a year ago – shaped by conflict in the Middle East, a reversal in interest rate expectations, and an AI-driven capital expenditure (capex) boom of unprecedented scale.
In Credit Weekly Snapshot – China in your hand
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). Last week brought a yield curve flattening trend across core fixed income markets. The yield on the US two-year rose by 2.4bps, while the US 30-year was essentially unchanged, up 0.2bps.
Market Perspectives: Second guessing the central banks
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). Central banks are entering a busy period of policy meetings, with markets pricing in a high probability of rate rises for several major economies. The Bank of England appears to be the exception, with markets expecting a more cautious path for UK monetary policy.
LDI market review and outlook August 2026 – plus ça change, plus c’est la même chose
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). If this sounds like a broken record that is because it is – the Strait of Hormuz has dominated global headlines since the end of February with no resolution in sight, albeit with a brief fillip for markets during the Memorandum of Understanding in mid-June until that fragile ceasefire failed to hold.
Show More
loading
Actions
Is this you?
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.Get in touch with Rosa
Contact Rosa, search articles and posts on X, monitor coverage, and track replies from one place.
Learn more about Muck Rack