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Tag: Fixed Income

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JP’s Journal: The End of Cakeism

Michael Dobbs, author of House of Cards, would have been...

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Accessing CLOs: Risk, Return and Liquidity Considerations

Highlights Outlines how to access and invest in the CLO...

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JP’s Journal: A Life of Service and Wisdom

“Send not to know for whom the bell tolls, it...

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JP’s Journal: Three Lions

England’s football transfer window closed last week. What it highlighted...

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Barometer: Summer Rally Already a Distant Memory

A soft landing for the global economy looks increasingly unlikely....

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JP’s Journal: A Tale of Two Quotes

“The past is a foreign country; they do things differently...

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3 Pockets of Pessimism …

The cycle and the spreads: 23 August 2022 The UK...

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Commentary: Are We There Yet?

This week the US Bureau of Labor Statistics will report...

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How the Fragile Five Transformed into the Compelling Quartet

Key takeaways   Bond portfolio flows tend to flock to...

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O’Connor CIO Newsletter-Hedge Funds Outlook

The challenging macro backdrop of 1H2022 has weighed heavily not...

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