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...

21.11.2019

The great reversal

The low-growth, strong-dollar cycle may be nearing an end.

21.11.2019

The great reversal

The low-growth, strong-dollar cycle may be nearing an end.

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...

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.

01.03.2019

Are CoCos a misunderstood asset class?

CoCos (contingent convertible bonds) should be understood in the light of strengthening bank balance sheets over recent years.

Loading....%