Bonds

Fixed Income | 18 Nov 16

Short duration or long duration? That is the question. And the answer, for past few years, has been ‘long’. It’s worked a treat for some. Could things be about to change or is the raging 30-year plus bull market going to go on for longer?

Europe | 31 Oct 16

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

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

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

There is a change happening in the City. One that would not be out of place in an episode of the Twilight Zone.