Re-appraising airlines: How investor interest in carriers can take off again
Boom in low-cost names creating opportunities
The airline sector is a challenging one for investors. It is hard to set aside the love/hate emotion of personal experience so rational investment analysis is difficult.
Now, high oil prices seem to give good reason to avoid the sector. The oil price is up 50% over the past 12 months, helped by production quotas and supply disruptions. UK's most-shorted stocks: High...
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Italy's Budget: Will it determine the fate of the country's beleaguered government bonds?
The election of an anti-establishment government in Italy sent investors fleeing and Italian government bonds (BTPs) witnessed record outflows earlier this year. Antonio Ruggeri, manager of the OYSTER European Corporate Bonds fund at SYZ Asset Management,...