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.

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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