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Some of our investment ideas

Deleveraging is going on

Date: 16 October, 2020
Large US firms are already starting to pay back the $350 bn that investment-grade corporates they have issued in 2020. . . . Read More

Fed decision doesn’t help to love banks

Date: 9 October, 2020
In this time of economic stress, the Fed announced a renewal of restrictions in the fourth quarter dividend payout and. . . . Read More

When the inevitable… happens 

Date: 2 October, 2020
Two and a half years after Bloomberg Barclays announced that China would be included in their Global Aggregate Index, FTSE. . . . Read More

Not even a skinny deal ?

Date: 24 September, 2020
D. Trump is the 12th president since 1900, and sixth since 1950, to run when there is a recession (or. . . . Read More

Fixed income. Wait until 2024

Date: 24 September, 2020
The Fed has unsurprisingly left its monetary policy unchanged. There was no universal agreement on this though. Kaplan and Kashkari. . . . Read More