CoCos may not be well-understood, but there are a number of reasons to consider them carefully
Emerging markets bonds have got off to a strong start this year, but it is important to be selective.
Sterling corporate bonds may prove surprisingly resilient despite the uncertainty caused by Brexit
Markets are driven by macroeconomic forces, but judging their direction is not always easy. Our head of fixed income shines...
Some of our leading fund managers are interviewed and give presentations on equity and bond markets, sharing their views on...
Recent news coverage of Santander’s “cocos” is bewildering, but nevertheless serves to underline the importance of identifying the strongest issuers.
Banks have been on a very long journey since the global financial crisis, which may mean that CoCos are more...
The US Federal Reserve’s change of course from hawkish to dovish has important implications for all asset classes, argues Mark...
CoCos (contingent convertible bonds) should be understood in the light of strengthening bank balance sheets over recent years.
A discussion of the macroeconomic reasons behind market volatility, Brexit, quantitative tightening, and their effects on equities and bonds.