Category: Fixed income

Category: Fixed income

04.06.2019

Market Minutes: finding value in a little understood asset class

CoCos may not be well-understood, but there are a number of reasons to consider them carefully

04.06.2019

Market Minutes: being selective in emerging market bonds

Emerging markets bonds have got off to a strong start this year, but it is important to be selective.

03.06.2019

Cocos: Please Don’t Let Them Be Misunderstood

CoCos, or contingent convertible bonds, are sometimes overlooked and undervalued.

31.05.2019

Market Minutes: sterling corporate bonds and Brexit

Sterling corporate bonds may prove surprisingly resilient despite the uncertainty caused by Brexit

31.05.2019

Market Minutes: which direction interest rates?

Markets are driven by macroeconomic forces, but judging their direction is not always easy. Our head of fixed income shines...

31.05.2019

Market Minutes: some of our leading managers share their thinking

Some of our leading fund managers are interviewed and give presentations on equity and bond markets, sharing their views on...

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.

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...

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...

02.04.2019

The Fed’s Rules Have Changed

The US Federal Reserve (Fed) has reversed course and data is slowly improving in the rest of the world. which...

Loading....%