Category: Fixed income

Category: Fixed income

25.11.2019

Getting Better All the Time...A Few More Reasons to Consider CoCos

CoCos investors can benefit from the improving financial performance of banks, attractive risk-adjusted yields on offer and a likely limited...

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.

10.10.2018

A year of change

Mark Nash, head of fixed income, weighs a new volatile environment for investors.

11.10.2017

Exploiting the exit

After a number of false starts, major central banks appear finally to be in the process of scaling back the...

18.07.2017

10 years after the last rate hike, BoE grapples with inflation mandate

It has now been 10 years since the Bank of England (BoE) last hiked interest rates, the longest pause in...

Loading....%