Category Archives: fixed interest

Leon’s Musings – risk off – volumes falling – big business

Posted on 8 February 2012 by

Risk off So the dial has been spun again and January seems to have been a risk off month. Be it from Eurozone sovereign debt fatigue or lack of bad news investors in January have been piling into neglected assets … Continue reading →

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Leon’s Musings – lights out – double up – passing the baton

Posted on 6 February 2012 by

Lights out The tide will turn at some stage but at present both buy and sell-sides continue to struggle. Brokers are complaining about the ‘pathetic’ volumes and some buy-side firms are considering shuttering up. I was talking to one hedge … Continue reading →

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Leon’s Musings – pessimistic – eurozone – emerging bonds

Posted on 23 January 2012 by

Pessimistic Since December last year I have been canvassing both stockbrokers and fund managers for their views on where the markets are heading this year.  The general consensus is that markets should improve from the second half of this year … Continue reading →

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