As Eurozone concerns have dominated risk appetite within the market this year, a key question that faces many market participants is how to capture some of the attractive risk premiums that this weakness creates without exposing themselves unduly to the…
Monthly Archives: December 2011
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European High Yield vs. Eurozone Tail Risk High Yield
- Topics
- Eurozone, high yield
Posted December 22nd, 2011
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Explaining low government bond yields (follow up) – maybe it’s not just about Europe, it’s about China too
- Topics
- global economy
Posted December 21st, 2011
Yesterday I wrote a comment about how US Treasuries seemed to have decoupled from US economic data, and decided that it must be all about Europe (see here). That could have been a slightly hasty conclusion. Having spent the last…
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Desert Island Discs – what the bond team will be taking to the BBC radio studios, should we get the nod.
- Topics
- UK
Posted December 21st, 2011
Without further comment, we give you the eight songs that each of the team would take to a desert island. In keeping with the spirit of the radio show, we have also given them the Complete Works of the Smiths,…
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A chart that may make you nervous if you’re long of government bonds
- Topics
- AAA rated, government bonds
Posted December 20th, 2011
Government bond investing used to be about analysing and assessing economic data. Judging by the last few months, not any more. At the beginning of June, I argued here that US economic data was a horror show and was falling…
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The 2011 Bond Vigilantes Christmas Quiz – the answers and the winners
- Topics
- Christmas Quiz
Posted December 19th, 2011
Thank you for another bumper haul of Christmas Quiz entries. This year’s winner is Dan Looney, with 20/20. Dan will be familiar to those M&G clients in the South West of the UK, as he used to cover that region…
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A review of fixed interest asset class returns in 2011
- Topics
- corporate bonds, gilts
Posted December 14th, 2011
The decorations are up, the presents are under the tree, and I’m starting to think of New Year resolutions. Yes 2012 is almost upon us. With that in mind, I thought it might be interesting to have a quick look…
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I went to Asia a couple of weeks ago to try to get away from the Eurozone and maintain some semblance of sanity, and to try to figure out what’s going on in the continent that has driven global economic…
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It’s over 4 years since the financial crisis began, and by now you would have thought that we would understand all the factors that drove the building of, and since 2007, the destruction of the foundations of world economic growth….
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Last week saw Citigroup’s credit conference & an opportunity for investors to catch up with a number of European high yield issuers. For a number of companies the message continues to be one of uncertainty, not least with regard to…
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Here’s the 5th annual Bond Vigilantes quiz. Twenty questions. The closing dates for entries is midday on Friday 16th December. Please email your answers. Given a doubling of our readership over the last year from 6,000 separate visitors per month…
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