Analysis & Comment:
Bond of the Week
9 Mar 2010 Long dated Prudential bonds easier on M&A developments. Yield edges up towards 6%...............
2 Mar 2010 Switching shorter offers defensive strategy for holders of long gilts.............................
23 Feb 2010 Principality PIBS offer yield of nearly 10%...............
16 Feb 2010
We take another look at the PIBS market, tempted by the 11% yield on the Chelsea/Yorkshire issue ...............
The Monthly Banker
26 Feb 2010 Slowly but surely, sovereigns moving towards a showdown...
3 Feb 2010 Markets continue to be spooked by rising government debts.........
2 Dec 2009 This edition of Monthly Banker takes a look at the growing mountain of sovereign debt....
2 Nov 2009
Central banks pump in money.... but will the economy respond? Jackson Wong takes a look at some of the contrasting economic factors at work in the US.
Model Portfolio
9 Mar 2010 A few changes in the portfolio, but we remain underinvested and on the hunt for new holdings...........
29 Jan 2010 Model portfolio underweight, looking to invest cash................
6 Jan 2010 Year end results for 2009.............................
2 Dec 2009 A good year for bonds......................