Category: Fixed income

Category: Fixed income

14.03.2019

CoCos: beneficiaries of stronger bank balance sheets

Banks have been on a very long journey since the global financial crisis, which may mean that CoCos are more...

13.03.2019

The Fed’s policy mistake

The US Federal Reserve’s change of course from hawkish to dovish has important implications for all asset classes, argues Mark...

01.03.2019

Are CoCos a misunderstood asset class?

CoCos (contingent convertible bonds) should be understood in the light of strengthening bank balance sheets over recent years.

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

An insight into corporate bonds

Views on an asset class that has been much less volatile than equities.

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.

07.12.2018

Market Minutes Winter 2018

Some of our leading fund managers share their thinking on volatility in markets this year and how investors should position...

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...

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