Market commentary

Summer's Gone

View from the Bond Market, by Chris Iggo, CIO Fixed Income, AXA Investment Managers Less duration for now More help from Mario Credit looks ok Call to arms Is the economy that bad? Inflation? Cautious bond strategy All the ball games The ECB (European Central Bank) has cemented low rates for a long...
Draghi is part of something clever

Blain's Mid-Morning Porridge "They live in the sea, eat plankton for tea, oh! bloody great fishes are Whales" Draghi ain't mad… he's part of something surprisingly clever… Apologies for late and short comment, but this morning She-who-is-now-Mrs-Blain and I were up before the lark and...
Draghi is part of something clever

Blain's Mid-Morning Porridge "They live in the sea, eat plankton for tea, oh! bloody great fishes are Whales" Draghi ain't mad… he's part of something surprisingly clever… Apologies for late and short comment, but this morning She-who-is-now-Mrs-Blain and I were up before the lark and...
Are you not a sophisticated investor?

Blain's Morning Porridge "Sophisticated investors buy negative yielding bonds – are you not a sophisticated investor?" What madness will today bring? From up in Shard's Eyrie in the Walkie Talkie Building we can see Marquees and Tents going up on the Tower of London lawn. What can...
Aviva comments on European Central Bank Committee Meeting

Scotsmen are seldom mistaken for a sunny day

Six impossible things


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