Category: Fixed income

Category: Fixed income

04.06.2019

Market Minutes: finding value in a little understood asset class

CoCos may not be well-understood, but there are a number of reasons to consider them carefully

04.06.2019

Market Minutes: being selective in emerging market bonds

Emerging markets bonds have got off to a strong start this year, but it is important to be selective.

14.03.2019

CoCos: beneficiaries of stronger bank balance sheets

Banks have been on a very long journey since the global financial crisis, which may mean that CoCos are more...

13.03.2019

The Fed’s policy mistake

The US Federal Reserve’s change of course from hawkish to dovish has important implications for all asset classes, argues Mark...

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.

04.12.2018

Looking for a safe harbour

When markets get choppy, high-quality corporate credit can provide a relative safe haven for investors, explains Lloyd Harris.

04.12.2018

Seizing the moment

After multi-decade trends in the bond market were finally breached in 2018, Mark Nash looks at what investors can expect...

04.12.2018

When headwinds become tailwinds

There’s a new normal for banks 10 years after the global financial crisis, argues Rob James.

04.12.2018

2019 Wall Charts

Nicholas Wall looks at the charts piquing his interest in 2019.

07.11.2018

US mid-term election results: Merian Global Investors managers comment on a divided Congress

As Democrats gain control of the House, and Republicans increase their influence in the Senate amid a high voter turnout,...

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