Weekly Bond Bulletin: Bond markets maintain optimism
With sentiment showing signs of improvement following recent macro data releases, is now the right time to build risk in portfolios?
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Weekly Bond Bulletin: Trade halting a positive repricing?
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con
Weekly Bond Bulletin: European relative yield
European high yield spreads are still above their long-term tights, but that doesn’t take quality into account. Are fundamentals robust enough to justify taking more risks?
Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think
Weekly Bond Bulletin: Balancing dollar bearishness
We may not be outright US dollar bulls, but fundamentals and quantitative valuation factors both suggest that investors are currently too negative on the currency.
What would a Conservative government mean for sterling?
What would a Conservative government mean for sterling?
Weekly Bond Bulletin: Green Shoots?
Core bond yields have pushed higher since the end of October. Is the move warranted by a shift in the fundamental picture, and where could we go from here?
Think income, think equities
Article discussing how low growth, low yield environments are good for equity income investing.
The search for income: A global dividend strategy
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Weekly Bond Bulletin: Divergent paths for high yield corporates
As an increasing number of high yield corporates run into trouble we question whether the rise in corporate distress is a signal for more caution, or if lower rated credits now look more attractive at improved valuations.