The US Federal Reserve has shown fierce determination in countering the economic fallout from COVID-19, but investors need to think...
The low-growth, strong-dollar cycle may be nearing an end.
Over the last 12 months I’ve heard this phrase in conversations with colleagues and investors more times than I care...
Has there ever been a fall from grace as dramatic as that of Theresa May and the Conservative Party?
The cross-currency basis may be one of the most poorly understood concepts in financial markets.
We have reached an important milestone for the mechanics of short-term US dollar interest rates, with the passing of the...
An important positive contributor to the fund’s performance over the past month has been our paid fixed positions in interest...