Search results for bond

Stocks | standing debt deal athens ecbs refusal hit stash greek paper ecb loss set precedent private bondholders stand line central bank repayment sovereign bonds subordination bigger threat government bond markets default All

Stocks | even us europe head deeper liquidity trap stocks well writes gavyn davies case japan stocks cheap enough us europe earnings yield major indices year bond rate All

Stocks | trade idea gmx resources betting bond All

Stocks | how play bond bubble subsequent growth All

Stocks | what bond bubble All

Stocks | market share emerging market bond etfs All

Stocks | rbs tells clients prepare monster moneyprinting recovery starts stall bond strategists dust ben bernankes freshman fed speech inlcudes gem the us government technology called printing press produce us dollars wishes essentially cost All

Stocks | the yield year treasury note drops lowest april bond market investors send clear message worry economy All

Stocks | financial reform alter municipal bond business stripping banks securities firms majority control firm regulates them subjecting financial advisers oversight protecting governments enter derivative deals All

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This column is a weekly series that describes at a very high level how we manage our long-term portfolio. We take a top-down or macro view of the equity bond commodity and foreign exchange markets. From this we seek to gauge investor appetite for risk and draw conclusions on whether to go long or short these asset classes.

The portfolio's aim is to exceed beta whilst reducing the risks typically associated with alpha seeking funds.

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Stocks | maybe bond market right All

Stocks | some positives municipal bond etfs All

Stocks | troubled gmacs bailout good thing barrons lifting junk bond market All

Stocks | performance stocks oil dollar long bond All