Recent news coverage of Santander’s “cocos” is bewildering, but nevertheless serves to underline the importance of identifying the strongest issuers.
Richard Buxton comments on the result of the meaningful vote on Theresa May’s Brexit deal, arguing that the chance of...
Dan Nickols, head of UK small and mid caps at Merian Global Investors, says it’s time to look beyond the...
The same data can often be interpreted in contradictory ways, and while this may be perplexing, it also offers distinct...
Ned Naylor-Leyland looks at the runaway train that is “de-dollarisation.”
When markets get choppy, high-quality corporate credit can provide a relative safe haven for investors, explains Lloyd Harris.
Nick Payne explains how to look through market pricing to discern real value, and reveals some precious jewels.
After multi-decade trends in the bond market were finally breached in 2018, Mark Nash looks at what investors can expect...
There’s a new normal for banks 10 years after the global financial crisis, argues Rob James.
Nicholas Wall looks at the charts piquing his interest in 2019.