Category: Fixed income

Category: Fixed income

23.04.2019

Santander’s coco saga: opportunities amid a storm in a teacup

Recent news coverage of Santander’s “cocos” is bewildering, but nevertheless serves to underline the importance of identifying the strongest issuers.

04.04.2019

Whichever Brexit: sterling corporate bonds stay solid

With the UK poised between different Brexit outcomes, sterling corporate bonds arguably provide both a call option, and a put...

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...

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