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Authors

  • March 5, 2019
    Fixed Income
    Andrew Jackson
    Turbulence, disruption and uncertainty have always provided instances of opportunity for the savvy fixed income investor.
  • November 14, 2018
    Fixed Income
    Andrew Jackson
    Being a perma-bear is a little like a football coach selecting proven yet underperforming players and tactics in a season of poor results: changing course is difficult once you’ve invested a lot in a team roster and strategy, even though most enthusiasts understand that the game has moved on. But there is a key difference: the perma-bears know that the longer they are wrong, the more likely they are to be correct tomorrow. We should therefore not ignore perma-bears, while also trying to avoid the trap of being wrong for the wrong reasons.
  • August 21, 2018
    Fixed Income
    Andrew Jackson
    When I started writing this launch issue of 360°, I aimed to provide catchy, easy-to-understand predictions followed by non-consensus opinions that would grab your attention. Unfortunately, I can’t give you either: disappointingly, my core views are currently profoundly vanilla. A summary of my core views is as follows: Credit fundamentals and affordability are positive.  Having been stretched, valuations are now more attractive and the relative value of credit against equities appears favourable. Technicals are severely stretched in certain credit sectors, but are broadly neutral or positive. The complexity and illiquidity premia of certain sectors and instruments still offer significant value for investors with the required access and tolerance for risk.