Category: Fixed income

Category: Fixed income

15.05.2020

In praise of big (bank) buffers

The latest, clear signals from the European Central Bank should provide significant reassurance for coco investors – here’s why.

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...

28.04.2020

Banks: part of the solution, not part of the problem

Banks are key to the recovery from the economic shock dealt by Covid-19, and could even achieve renewed public esteem.

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...

13.12.2019

Johnson’s gamble pays off

The UK electorate has rejected hard-line left-wing politics and voted for free market capitalism.

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...

16.07.2019

Why the emerging market debt rally has further to go

Widespread cuts in interest rates may be in prospect, and, despite the rally, selected credits may be still cheap.

01.07.2019

G20 Summit - Fund managers' reactions

While much of the discussion at last weekend’s G20 summit centred upon trade, what are the implications for financial markets?...

Loading....%