Category: Fixed income

Category: Fixed income

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...

04.05.2020

Looking through the Covid-19 mist

A thoughtful approach to fixed income investment in the pandemic can obviate the need to ‘roll the dice’ in the...

03.04.2020

Coronavirus: investing in UK banks

Rob James, manager of the Merian Financials Contingent Capital Fund and financials analyst at Merian Global Investors considers how lessons...

23.03.2020

A Contingency Plan

The Merian Financials Contingent Capital Fund’s preference for well-capitalised, high-reset CoCo bonds has meant that it hasn’t been as exposed...

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...

03.10.2019

The DM/EMD Conundrum: You pays your money and you takes your choice

Anyone who’s been watching financial markets over the course of the last few months will have been aware of the...

26.06.2019

Be selective to avoid excessive risk with CoCos

Analysing contingent convertible bonds, or CoCos, isn’t so different from other credit analyses

18.06.2019

CoCos in various rate environments

Because of their unique characteristics, CoCos offer potential benefits in different rate environments.

18.06.2019

Getting to know Cocos

A ``CoCo’’ or contingent convertible bond is a newer kind of security issued by banks and insurance companies

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