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Fixed Income asset class

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January 2011

Note The frantic flight to liquidity and solvency

Some markets have been exhibiting dysfunctions for nearly 4 years. The flight to liquidity and compliance with solvency requirements of banks and states with financial issues, have been - and still is - only ensured by non-conventional financing provisions and emergency (...)

January 2011

Opinion Long-term rates rise....but it is not yet a bond crash

The recent sharp rise in long-term rates in Europe relies on a risk pooling across peripheral countries and the entire euro zone. But we cannot yet talk about bond crash.

January 2011

Opinion Another horror year for contrarian investors?

It did not pay to be a contrarian in 2010. Will that be different in 2011?

December 2010

News iShares JPMorgan $ Emerging Market Bond Fund surpasses $1 billion in AUM

The fund has seen over $700 million in inflows year to date...

November 2010

Strategy «Owner or lender?»

Will it be better to invest in equities or bonds in 2011?

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