Tag: Fixed Income
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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Taking Stock: UK Companies and the Inflationary Landscape
Cheeseburgers. What is happening across the UK economy can be...
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Barometer: Earnings Maths Does not Add Up
Stocks remain vulnerable to a wave of profit forecast cuts,...
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JP’s Journal: Where the US Leads, Others will Follow
Last Wednesday the US Federal Reserve (Fed) delivered its expected...
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The Evergreen Appeal of High Yield Bonds
High yield bonds have unique characteristics compared to conventional fixed...
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Will High Yields Stay High?
The repricing in markets has been particularly painful for investors,...
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Forget Interest Rates, It’s the Direction of the Dollar that Counts
Key takeaways EM local rates are currently at their...
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