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Bonds

All Investment stategy Pages
30
Sep
2013
Fixed income convictions
BANK LOANS: VALUE WITHOUT DURATION In one of the worst years for fixed income investors, where to invest has been quite...
17
Jul
2013
EM Market focus
Emerging market assets should continue to be under pressure. VOLATILITY IS HERE TO STAY Since the latest FOMC on June...
17
Jul
2013
Editorial
Traditional safe havens such as gold and US Treasuries have massively corrected by respectively 26% and 6% for the 10...
17
Jul
2013
Emerging markets
EM right now look like the little pig who built out of straw: his house supported so long by cheap DM liquidity and...
17
Jul
2013
Eurozone Focus
After the recent equities and bonds sell-off, Euro zone assets appear now more attractive but volatility is here to...
17
Jul
2013
Japan Focus
Rise in the Japanese bond yield and lower external demand may weigh on Japanese equities. After the recent rebound stay...
17
Jul
2013
UK Focus
High UK dividend yield may discourage investors from buying more fixed income assets. TIME TO GET MORE POSITIVE ON UK...
03
Jun
2013
Conviction #2
Growth resilient stocks continue to perform well although valuation is now stretched. While we are tempted to switch out...
03
Jun
2013
Conviction #4
As markets start wondering about the timing of QE tapering and simultaneously banks need to deleverage, we believe...