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"If omicron paradoxically lowers the temperature of the market, that may be no bad thing"
2 years ago
The global economy is well protected against omicron — and a mild infection may be beneficial -
There will surely be jewels in the high yield dung heap, but the risk-reward is more compelling in IG
4 years ago
Whatever the long-term effects of the pandemic, one thing stays the same: IG looks attractive -
Helicopter money is more productive than sponsoring the next bout of company share buybacks
4 years ago
The ECB is set to recommence its asset purchase programme, but what’s wrong with putting money directly into the hands of people? -
I still love to sit in front of computer screens to try and understand markets
5 years ago
Jochen Felsenheimer of Xaia Investment takes our credit quiz -
CDS could help wean credit off the QE intravenous drip
5 years ago
Muzinich's high yield portfolio manager Thomas Samson takes our credit quiz
5 results found Showing page 1 of 1
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