Focus
Focus is a thematic publication that analyses an investment opportunity.
Covid will drive green bond issuance as shift to sustainabil [...]
The catastrophe of Covid-19 has given the world one silver lining. A wake-up call. A sobering vision of the future, and the economic and social devastation that climate change will bring. [...]
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Ten credit markets warnings that signal long-term alpha pote [...]
The longest equity bull market since the Second World War led to high valuations and increased leverage. [...]
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How investors can mitigate a second wave meltdown
As governments across the globe gradually ease lockdown measures, investors are turning their focus to the shape of the economic recovery. [...]
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Covid-19 tail risk shows importance of true uncorrelated ret [...]
During SYZ’s annual alternatives conference in January, CQS founder Sir Michael Hintze foretold the assembled group of influential investors an imminent pandemic could hit global markets. This ‘black [...]
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The 2020 yield hunting season has begun
In this focus piece we take a closer look at the fundamental, technical and valuation characteristics of global credit markets and their potential returns for 2020. 
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Looking further than environmental, social and governance (E [...]
Global trends indicate that the flow of capital has been reshaped by the dawn of responsible capitalism. [...]
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Back to Sub
The US Federal Reserve (Fed) has signalled a number of rate cuts in the short term, and the European Central Bank (ECB) is indicating it will use every available instrument in its toolbox, including a [...]
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Cinderella before the ball
European equities are trading at five-year valuation lows due to growth fears and record fund outflows. [...]
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Catch me if you can
In this focus piece we are having a closer look at the fundamental, technical and valuation characteristics of global credit markets, their potential returns for 2019 and indicate our preference for E [...]
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