Mortgages and monetary policy in the US and UK

Bond Vigilantes 08/02/2017  

The cost of new mortgage borrowing and payments on outstanding household debt can have a large impact on the rate of growth of an economy. For this reason, central bankers… Read more »

Three reasons we like UK residential mortgage backed securities

Bond Vigilantes 01/11/2016  

The residential mortgage backed securities (RMBS) market has had a good run of late, so is the sector still good value and is there room for it to rally further?… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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UK inflation: are transient and volatile items masking an improving domestically generated inflation picture?

Bond Vigilantes 15/09/2016  

This morning CPI in the UK has fallen from 0.1% in July to 0% in August, both in year-over-year terms… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Case study: Could Trump’s brand affect bond prices?

Bond Vigilantes 16/08/2016  

Earlier this year I gave a top-down macro assessment of Trump’s potential impact on Latin American remittances, should he become President. As the race continues, I now take a bottom-up… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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