Category: Absolute return

Category: Absolute return

08.06.2020

Don’t fight the Fed: why it is time to look again at absolute return bond investing

The US Federal Reserve has shown fierce determination in countering the economic fallout from COVID-19, but investors need to think...

21.11.2019

The great reversal

The low-growth, strong-dollar cycle may be nearing an end.

13.11.2019

Cheer up! The outlook may be brighter than many think

Swings in investor sentiment over much of the last decade show us that there are grounds for optimism as 2019...

09.04.2019

The Cycle May Be Slowly Turning

Better China and European PMI data, the reduced chance of a no-deal Brexit and cooling Sino-US tensions all help to...

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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