Category: Absolute return

Category: Absolute return

02.02.2018

Powell must control inflation genie once it leaves the bottle

“Incoming Federal Reserve Chair Jerome Powell has a tough job in front of him. He inherits sky high asset valuations...

26.01.2018

Baton passed: Comment on the European Central Bank monthly meeting

“It would appear that, after many years of central bankers’ largesse, their omnipotence is fading as economic fundamentals take centre...

16.08.2017

Everything looks expensive!

Over the last 12 months I’ve heard this phrase in conversations with colleagues and investors more times than I care...

13.07.2017

Fake Brexit: trust the pound above politicians

Has there ever been a fall from grace as dramatic as that of Theresa May and the Conservative Party?

06.12.2016

The cross-currency basis: a primer

The cross-currency basis may be one of the most poorly understood concepts in financial markets.

21.10.2016

What a trillion dollar outflow means for libor rates

We have reached an important milestone for the mechanics of short-term US dollar interest rates, with the passing of the...

15.08.2016

Money market reform, libor and short-end us rates

An important positive contributor to the fund’s performance over the past month has been our paid fixed positions in interest...

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