Category: Fixed income

Category: Fixed income

07.12.2018

Positioning for market volatility

A discussion of the macroeconomic reasons behind market volatility, Brexit, quantitative tightening, and their effects on equities and bonds.

07.12.2018

The effect of quantitative tightening

The effect of quantitative tightening on markets and the outlook for interest rates.

07.12.2018

Warming to CoCos

An introduction to CoCos and how investors should compare them to other asset classes.

04.12.2018

Looking for a safe harbour

When markets get choppy, high-quality corporate credit can provide a relative safe haven for investors, explains Lloyd Harris.

04.12.2018

Seizing the moment

After multi-decade trends in the bond market were finally breached in 2018, Mark Nash looks at what investors can expect...

04.12.2018

When headwinds become tailwinds

There’s a new normal for banks 10 years after the global financial crisis, argues Rob James.

04.12.2018

2019 Wall Charts

Nicholas Wall looks at the charts piquing his interest in 2019.

07.11.2018

US mid-term election results: Merian Global Investors managers comment on a divided Congress

As Democrats gain control of the House, and Republicans increase their influence in the Senate amid a high voter turnout,...

11.10.2018

Market volatility: managers comment

In the light of recent volatility across world equity markets, three of our leading fund managers offer their interpretations and...

26.06.2018

Calmer Waters

We believe that the beaten up valuations in emerging markets are starting to look interesting

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