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Nov 11, 20213 min read
The Shirt-Front on Team Transitory
The disturbing element of October’s inflation print is that two key elements of consumer price index are yet to be fully reflected in the da
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Nov 10, 20213 min read
Deep Discomfort - Taking on Asian High Yield
One of my mentors used to say that the best trades are often when you feel deeply uncomfortable about the position. Asian High Yield falls i
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Nov 9, 20213 min read
The Non-Predictions for 2022
As is customary at this time of year, analysts start to publish their economic and market forecasts for the following period. From a top-dow
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Nov 5, 20213 min read
Terminal Velocity
As widely expected, the Federal Reserve has started to taper its asset purchase program and retain flexibility on the pace of reduction movi
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Nov 2, 20214 min read
No Love for Dove
The November FOMC is shaping up as one of the more eventful meetings of Powell’s tenure at the helm of the Fed. ...
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Oct 13, 20213 min read
Asia Bond Blurb
China HY property low beta names tumbled 3pts yesterday, high beta names such as Kaisa were anywhere from 4pts to 8pts lower following...
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Oct 12, 20211 min read
Conduit Volatility Snapshot
*Score is the sum of the 1-5 ranking of the parameter in this universe of equities (min 4, max 20) AC = % upside to Analyst Consensus...
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Oct 10, 20216 min read
The Shortage Economy & Correlated Beliefs
An important element of our process is having a sense of the prevailing bias or consensus beliefs. That is particularly important when it...
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Oct 5, 20216 min read
The Cluster.... of Net Zero
As one astute Italian observer put it “the arithmetic of energy is pretty straightforward. Resources are depleting fast, as the easier...
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Oct 4, 20214 min read
Conduit Bond Snapshot - 04 Oct 2021
Today's Market Snapshot from Conduit Securities Pte Ltd. Commentary The bond market is stressing over the Evergrande’s US$ bonds, which...
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Oct 1, 20211 min read
Variable Capital Company (VCC) Factsheet
Singapore's alternative to the traditional offshore fund structure offers the familiar flexibility of existing vehicles in other popular...
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