bonds

Is central bank support for corporate bond markets truly unlimited? Our sense is decidedly not. Unlike government bonds, where central bank appetite and capacity is...

Global stocks have staged a relentless rally in recent months even in the face of arguably the worst economic conditions since the Great Depression. While there are...

In the AFR this weekend I write that super funds have a problem with their pure cash options right now as net returns are approaching zero and starting to turn...

In the latest episode of the Complexity Premia podcast, Ying Yi Ann Cheng and I discuss a range of topics including: What has driven market performance over April,...

The bear market bounce or relief rally continued through May but might be showing signs of losing momentum. The rally in April came after the initial shock of the...

In March, the U.S. Federal Reserve moved to prevent a coronavirus-induced downturn by promising to set up an entity to buy corporate bonds and ETFs, including junk...

As the end of the financial year approaches, it is a traditional time to take stock and see how one’s portfolio has performed. Please take a few minutes to watch our...

In some countries, including the UK, Canada, and New Zealand, central banks are now buying more bonds than the government is issuing. So we're actually seeing a...

This is a short video interview with Pinnacle's Gerald Willeston on: "Where to from here?" In this chat, I quickly recap where credit spreads have gone, and potential...

In the AFR this weekend, I write that many investors who exited assets in March, or who felt they profited from the catastrophic price falls in the first few weeks of...