Analysis & Comment:
Bond of the Week
27 Jul 2010 GKN bonds continue to offer value..................
21 Jul 2010 Perceptions of "reasonable yield" slowly change................
13 Jul 2010 When to take profit? Some thoughts on a tricky subject...............
6 Jul 2010 John Lewis offers to buy back its 6.375% 2012 bond issue...................
The Monthly Banker
16 Jul 2010
The implosion of Lehman Brothers in 2008 marked a tumultuous period in the bond markets. Two years on, we assess the implications of the event....
30 Jun 2010 Will spending cuts kill the recovery?
28 May 2010 We assess the recent euro crisis....
22 Apr 2010 Are we on the brink of a secular bond bear market?
Model Portfolio
23 Jun 2010 A few new additions to our model portfolio this month.............
14 May 2010 We take some profits, trade in-and-out of a new issue and add a holding in Goldman Sachs bonds................
8 Apr 2010 Model portfolio continues to tick up on higher mark-to-market and income roll-up............
9 Mar 2010 A few changes in the portfolio, but we remain underinvested and on the hunt for new holdings...........