by codegenie | Jan 10, 2018
Bond selloff begins Let us not say we told you so, as we are not the only ones…. however given the confluence of events in the US of ultra low unemployment, moderate growth, and tax and fiscal stimulus led by the Trump administration we anticipate yield curves...
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 | 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...
by codegenie | Feb 1, 2017
Is Europe Finished? Should we short EU Govt Bonds soon? We are seeing significant nationalistic and populist trends worldwide, Europe is no exception. 2017 is the year of significant change in the European political landscape with France going to the polls in the very...
