CFTR Week to Jan 31st

CFTR Week to Jan 31st

 A good mix of reads this week – the Game Stop  David and Goliath battle was front and centre. The reads we highlighted this week were John Auther’s view that the GameStop and wider  phenomena is driven by anger, not greed; Aswath Damodaran’s...
European High Yield Survey Q1 2021

European High Yield Survey Q1 2021

The Q1 2021 European High Yield Survey Results Are In! Thank you to Everyone who took part. Participants have a positive outlook for returns and low defaults in Q1. There remains an uneasy relationship with increased overweight positioning and richer valuations. Cash...
CFTR Week to 16th Jan

CFTR Week to 16th Jan

This week’s Coffee Time Reads feature bubble talk, global insolvency expectations (Europe does well),  a sobering take on the economic recovery, inequality and the “balkanization” of the global economy by Nouriel Roubini. Howard Marks was out with...
CFTR: Week To Jan 9th

CFTR: Week To Jan 9th

Some good reads this week. Several outlook summaries looking at the consensus crowded trades for 2021, a discussion from the FT on Green and ESG bonds and how the premium may develop. Inequality is a topic that crops up over and over with Central Bank largess as the...
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