The road less travelled

OpinioPro Selection
By November 20, 2020 09:53

The road less travelled

Fixed Income Quarterly Report – Q4 2020

A second wave of coronavirus infections is sweeping the globe, corporate defaults are on the rise and recovery rates are well below their historical average. Meanwhile, the outcome of one of the most fractious and ill-tempered US presidential elections in modern history is pending and the spectre of a no-deal Brexit seems increasingly likely. 

At times, it feels that few share my view of markets. It is during these periods that I feel it is most important to call out herd behaviour – something that tends to increase during episodes of mass fear. To paraphrase Roman emperor and Stoic …

OpinioPro Selection
By November 20, 2020 09:53

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