Bonds
Eurozone inflation fears hit high grade credit and gov’t bonds
Eurozone investment grade and government bonds continued to see outflows as inflation expectations rose, according to Bank of America Merrill Lynch research.
Fixed Income | 24 Oct 16
ANALYSIS: Fiscal fears stoke bond bull capitulation calls
The death of the 30-year bond bull market that has formed the backdrop for most City careers has been predicted many times. It has yet to come to pass. But, if one were looking for signs that it is reaching an inflection point, the last seven days has proved a fertile hunting ground.
Investment | 21 Oct 16
ANALYSIS: Is BAT’s ‘lucky strike’ further evidence for a ‘great rotation’?
Massive, opportunistic M&A activity doesn’t tend to be a characteristic of the bottom of a cycle. Still-standing majors, snapping up capitulating minnows is common, but two behemoths joining forces is usually left for times when shares are expensive and can do a lot of the heavy lifting.
Investment | 6 Oct 16
ANALYSIS: Have bond markets entered Twilight Zone territory?
There is a change happening in the City. One that would not be out of place in an episode of the Twilight Zone.
Investment | 15 Sep 16
Pimco rolls out US IG corporate bond fund
PIMCO has launched the PIMCO Global Investor Series US Investment Grade Corporate Bond Fund.