by codegenie | Nov 6, 2017
Greek Debt Swap – Very Interesting Trade Investors should be looking carefully at the Greek governments’ potential debt swap. Our analysis points to the fact that this deal will be very attractive for a number of reasons, and that investors should be...
by codegenie | Sep 11, 2017
The search for yield continues, with government bonds demonstrating very little absolute return i.e. return adjusted for inflation. Contrary to popular analysis US treasuries have headed lower in terms of yield not higher, the European Central Bank has indicated that...
by codegenie | Jul 7, 2017
Boutique Credit – A quiet champion of the real economy The disintermediation of bank lending has been a key feature of the financial landscape in the aftermath of the financial crisis, writes LNG Capital founder Louis Gargour. Encouraged by regulators, banks...
by codegenie | Apr 27, 2017
Louis Gargour – Bloomberg...
by codegenie | Mar 15, 2017
A wise colleague once said to me “once you read about it in the financial press you want to do exactly the opposite of what you read”. The current debate raging is about performance of active management vs. passive management, and the argument has merit...
