top of page
Reports Achieve
Jan 5, 20243 min read
Naisbitt King Monthly Bond Commentary January 2024
January 2024 So here we are in a new year and hopefully a great year is ahead for all of us. After the previous 2 years of turmoil, last...
Dec 4, 20238 min read
Naisbitt King Monthly Bond Commentary December 2023
AT1 Junior debt market rebounds aggressively CPI Property Group bonds fall to a record low Property Firm Signa Files for Insolvency...
Nov 3, 20237 min read
Naisbitt King Monthly Bond Commentary November 2023
Metro Bank problems continue Chevron’s mega deal to buy Hess Corporation More bad news from Country Garden Rating changes: Ford Motor...
Oct 6, 20236 min read
Naisbitt King Bond Market Commentary October 2023
Central banks pause interest rate rises Treasury curve change NatWest Ulster Bank tender offers Rating upgrades New issues October 2023...
Sep 7, 20236 min read
Naisbitt King Bond Market Commentary September 2023
Brighter outlook for fixed income markets New issues One Oak, Inc five-part new issue to help fund Madellan merger More hope for the CoCo...
Aug 3, 20235 min read
Naisbitt King Monthly Bond Commentary - August 2023
Fitch surprises with U.S. downgrade Outlook for CoCo’s recovers after the Credit Suisse disaster Smaller U.S. banks improve after...
Aug 3, 20234 min read
Naisbitt King Bond Market Commentary 1st July 2023
As we reach the halfway stage of the year with have seen the fixed income markets perform far better than the same period in the last...
Jun 2, 20234 min read
Naisbitt King Bond Market Commentary 1st June 2023
Italy nearly loses its investment grade status for the first time in history Florida bans green ESG bonds Credit Suisse saga continues in...
May 12, 20236 min read
Naisbitt King Bond Commentary 1st May 2023
Positive signs for bank AT1 bonds Bed Bath & Beyond goes bust First Republic Bank shares and bonds fall further Italy could lose its...
Apr 3, 20235 min read
Naisbitt King Bond Commentary 1st April 2023
Credit Suisse troubles U.S. regional bank problems Mixed market performance New issuance Issue of note - investors put up $50bn for...
Mar 2, 20237 min read
Naisbitt King Bond Commentary 1st March 2023
Adani’s problems continue Environmental, Social and Governance (ESG) - a rising market Primary markets continue to see record issuance...
Feb 10, 20235 min read
Naisbitt King Bond Commentary 1st February 2023
Central bank decisions – the FOMC ‘only’ hikes by 25bps to 4.5%-4.75% No let up in bond issuance in all currencies Problems get worse for...
Jan 3, 20235 min read
Naisbitt King Bond Commentary 1st January 2023
HAPPY NEW YEAR As we say goodbye to 2022, which turned out to be the most challenging year global markets have encountered for well over...
Dec 5, 20227 min read
Naisbitt King Bond Commentary 1st December 2022
Roaring November Broadcom - VMware $61bn takeover November upgrades Not all companies saw their debt upgraded Aroundtown hybrid bonds El...
Nov 23, 20228 min read
Bond Commentary 1st November 2022
United Kingdom’s turmoil Index-linked bonds – protection? Bond buybacks Telecom Italia rating downgrade Argentina ratings cut again Bond...
Oct 6, 20228 min read
Naisbitt King Bond Commentary 1st October 2022
UK tax cuts Dollar remains king Credit Suisse shares plummet New issue slowdown Pull-to-par Tenders offers High yield issuance success...
Sep 5, 20228 min read
Naisbitt King Bond Commentary 1st September 2022
Mega deal for Meta HSBC bond exchange Bausch Health downgraded – again Credit Suisse downgraded but still launched $2.5bn of senior debt...
Sep 2, 202210 min read
Naisbitt King Bond Commentary 1st August 2022
Caution from high yield primary borrowers Issuance follows the American bank results Elon Musk’s trials and tribulations Alibaba facing...
Jul 6, 20227 min read
Naisbitt King Bond Market Commentary 1st July 2022
It’s halfway through the year and global markets continue to be hit hard by the various economic figures being produced, higher inflation...
Jun 8, 20226 min read
Naisbitt King Bond Market Commentary 1st June 2022
Attractive bond market level Russia nears default Further downgrade for Ukraine Sri Lankan default Thrashing for El Salvadorian dollar...
May 6, 20228 min read
Naisbitt King Bond Market Commentary 1st May 2022
Inflation and the Ukrainian war continue to dominate. Nowhere to hide – markets prove volatile The consequences of Russia’s attack...
Apr 5, 20226 min read
Naisbitt King Bond Market Commentary 1st April 2022
Central banks prepare to raise rates Higher yields – tighter spreads Russian bonds continue their crash Primary issuance breaks records...
Mar 2, 20226 min read
Naisbitt King Bond Market Commentary 1st March 2022
Bond markets are only pricing in a quarter point rate rise this month BP and Shell abandons Russia Rating agencies get their red pencils...
Feb 8, 20223 min read
CHAIRMAN’S LETTER 2022
INTEGRITY-VISION-PERFORMANCE Investment Outlook In my experience as Chairman for many years of this company, it is clear that successful...
Feb 7, 20226 min read
Naisbitt King Bond Market Commentary 1st February 2022
Welcome to 2022 Raising interest rates this year Bitcoin crash? Heavy new investment grade issuance for the start of the New Year Slow...
Jan 5, 20228 min read
Naisbitt King Bond Market Commentary 10th December 2021
Happy Christmas and New Year to all Bank of England rate rise? Italy upgraded by Fitch – the first rise in four years El Salvador’s...
Dec 8, 20215 min read
Naisbitt King Bond Market Commentary 26th November 2021
Strong issuance levels continue Canadian Pacific – the world’s oldest bond British Telecom changes clause – issues new hybrid bonds...
Nov 19, 20218 min read
Naisbitt King Bond Market Commentary 12th November 2021
Bank of England surprises the market Breakeven rates reach 15 year high No slow up in bond launches Investors rush to buy new Teva...
Nov 12, 20217 min read
Naisbitt King Bond Market Commentary 29th October 2021
Successful Chinese sovereign bond issue Mega aircraft leasing finance deal More American ‘big six’ bank bond issuance Hertz buys 100,000...
Oct 20, 20216 min read
Naisbitt King Bond Market Commentary 15th October 2021
Inflation watch continues Breakeven rates rise Morning Stanley first of big 6 to launch bonds after third- quarter results European Union...
Oct 3, 20217 min read
Naisbitt King Bond Market Commentary 1st October 2021
Sovereign yields advance ECB Forum – inflation still thought transitory Regulators have increasing concerns at greenwashing China...
Sep 16, 20215 min read
Naisbitt King Bond Market Commentary 17th September 2021
New corporate bond issuance success affirms the markets strength Indian JSW Steel new issue success Woes continue in China credit as the...
Sep 2, 20217 min read
Naisbitt King Bond Market Commentary 3rd September 2021
Fed rates timetable Chinese bond market tested Greenwashing comes to bite fund manager Bye-Bye LIBOR Recent trades Since our last Bond...
Aug 6, 20217 min read
Naisbitt King Bond Market Commentary 6th August 2021
Taking a summer break, our next Naisbitt King Bond Market Commentary will be 3rd September Our strategy International bank results...
Jul 22, 20215 min read
Naisbitt King Bond Market Commentary 23rd July 2021
Mixed views remain on Covid and inflation forecasts ECB revised guidance Raising stars increase Credit Suisse AG downgraded Carnival...
Jul 8, 20217 min read
Naisbitt King Bond Market Commentary 9th July 2021
Positive news as the City of London looks set to go it alone after EU talks fail New euro issues push past €1trn this year With ever...
Jun 18, 20216 min read
Naisbitt King Bond Market Commentary 18th June 2021
The next Naisbitt King Bond Market Commentary will be 9th July 2021 Fed speak; ‘talking-about-talking-about meeting’ Renewed Inflation...
bottom of page