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The Case For Relative Value Remains Strong

It has been a challenging year for investors.  Safe-haven assets, particularly longer dated government bonds, have suffered spectacular losses and while equity markets on average…

Corporate bonds unlimited?

Is central bank support for corporate bond markets truly unlimited? Our sense is decidedly not.

Compensation for credit risk is poor

Following the sharp sell-off in Q4 2018, credit markets globally have performed strongly in 2019. Having seen a big dip, followed by a quick rebound, how are we now left?