Convertibles: are there opportunities?
2016 saw a number of pivotal moments, including; Brexit, the election of Donald Trump, huge flows of immigrants into Europe,… »
Posts by: LMF LaMiaFinanza
A Stronger Eurozone Economy, Despite Higher Volatility On Bond Markets
European government bond yields have risen markedly since the beginning of fall 2016. But “this time, it’s different,” or at… »
Fake news, Complexity and Investing
What is the common point between President Donald Trump and largest hedge fund manager in the world, Ray Dalio from… »
Political risk in Europe is back
A congested political calendar this year, with elections in the Netherlands, France, Germany and possibly Italy in the next few… »
View from the Bond Market
One of the core themes of populism is taking back control of economic relationships for the benefit of “ordinary” people.… »
How could Marine Le-Pen become President
Paul Jackson, András Vig -
Markets seem concerned that a Marine Le-Pen presidency could lead to France leaving the EU. That would be good for… »
Synthetic securitisation makes a comeback
When adequately structured and if correctly monitored within a commonly accepted framework, synthetic securitisation or risk-sharing transactions are a positive… »
A tactical play to political uncertainties
After two months underweighting most bonds except US investment grade, the tactical portfolio is taking a neutral position on rising… »
Europe: the scene is set for an(other) historic year
The rise of the populist vote will continue to dominate the political agenda in 2017 elections across Europe. The risks… »
Prada Group
Improving trend evident in last months: the fiscal year ended with the month of January back to positive results The… »
Podcast