Fixed On Bonds
Premier Miton’s bond blog
Silicon Valley Bank
Rob James
- 14 March 2023
Not in it for the duration
There has scarcely been a better time not to own duration risk, just look at the shape of the yield curve.
Winter is here
Six months ago, I was cautiously concerned about the impending ‘Winter of Doom’ descending on Europe. And winter is finally here now. Or is it?
Where to buy bonds in the great debt eradication
I know what you’re thinking, a fixed income manager says “buy bonds”. What a surprise. But actually, I think the opposite. I’m not saying “now is the time to buy bonds.” Well, not all bonds.
Scaling the wall of worry
Back in March, shortly after Russia had invaded Ukraine, driving both energy and food prices higher, I wrote that the sharply negative reaction in markets might have been driven by fears over the sustainability of bank dividend distributions to both their shareholders and AT1 bondholders
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