Blog

Musings on Markets (Dated 12/06/2022)
June 13, 2022

Markets started to slide again this week, as concerns over inflation & whether the required monetary response will top the from Musings on Markets (Dated 12/06/2022)

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China EVs

Have global EVs sales growth been stalled by recent Covid lockdowns in China? Global sales of EVs (“electric vehicles) has from China EVs

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Musings on Markets (Dated 27/05/2022)
May 30, 2022

Markets were slightly quieter this week, with a shift towards a more positive tone. Broadly speaking the main drivers of from Musings on Markets (Dated 27/05/2022)

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Musings on Markets (Dated 20/05/2022)
May 24, 2022

There are two main fears driving markets: 1. Fears over inflation becoming embedded (‘sticky’), resulting in upward revisions in rates from Musings on Markets (Dated 20/05/2022)

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Q2 2022 HY Survey
April 27, 2022

The Q2 2022 European High Yield Survey Results Are In!   Thank you to Everyone who took part, especially to from Q2 2022 HY Survey

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Q1 2022 High Yield Survey Results
February 4, 2022

Q1 2022 European High yield survey results are in. Investors are defensive. from Q1 2022 High Yield Survey Results

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European High Yield Survey Q3 2021
July 27, 2021

The Q3 2021 European High Yield Survey Results Are In! Thank you to Everyone who took part, especially to Mahesh from European High Yield Survey Q3 2021

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Q2 2021 Survey Results
April 21, 2021

The Q2 2021 European High Yield Survey Results Are In! Thank you to Everyone who took part, especially to Mahesh from Q2 2021 Survey Results

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Coffee Time Reads to 14th March
March 14, 2021

A good selection if we do say so ourselves this week. First up is LSE’s Focal Point podcast where thy from Coffee Time Reads to 14th March

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Coffee Time Read to 14th Feb
February 14, 2021

A bit of a short bent this week. Carson Block making 2 appearances – his editorial in the FT on from Coffee Time Read to 14th Feb

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CFTR Week to Jan 31st
January 31, 2021

 A good mix of reads this week – the Game Stop  David and Goliath battle was front and centre. The from CFTR Week to Jan 31st

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European High Yield Survey Q1 2021
January 26, 2021

The Q1 2021 European High Yield Survey Results Are In! Thank you to Everyone who took part. Participants have a from European High Yield Survey Q1 2021

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CFTR Week to 16th Jan
January 16, 2021

This week’s Coffee Time Reads feature bubble talk, global insolvency expectations (Europe does well),  a sobering take on the economic from CFTR Week to 16th Jan

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European High Yield Q4 Survey Results
October 27, 2020

And The Results are In! Thank you to everyone who participated in our Quarterly European High Yield Survey. We hope from European High Yield Q4 Survey Results

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July Survey Results!
August 14, 2020

Summary The July European High Yield Survey had 74 respondents – Family Offices, Hedge Funds, Asset Managers and Sell Side from July Survey Results!

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European High Yield July Survey
August 2, 2020

20 Questions, 10 Minutes, 20x the insight. We are launching the Second of what will be a monthly survey covering from European High Yield July Survey

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European High Yield June Survey – Results!
July 16, 2020

Summary *** THE JULY EUROPEAN HIGH YIELD SURVEY IS NOW OPEN – PLEASE PARTICIPATE >HERE< *** The June European High from European High Yield June Survey – Results!

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European High Yield June Survey
July 5, 2020

20 Questions, 10 Minutes, 20x the insight. We are launching the first of what will be a monthly survey covering from European High Yield June Survey

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European High Yield : Zombies
They Walk Among Us: Zombies, High Yield and The Market
July 1, 2020

Zombies – This is part one of two on Zombie Companies. I was surprised at just how prevalent “Zombification” is from They Walk Among Us: Zombies, High Yield and The Market

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A Bubble Bubble?
June 22, 2020

“A Bubble Bubble” This last week has been fantastic in terms of news flow. Conscious I am in my own from A Bubble Bubble?

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