The bull/bear debate in credit markets in 2020, is whether we face an early 1980s-type bear market or a 2008 valuation scenario.
Last Monday, for the first time in its history, the US Federal Reserve announced a liquidity programme that includes buying corporate debt.
Investment opportunities on the horizon
First time ETFs will be included in this type of programme
US central bank has gone 'nuclear'
Relief for small business owners
Will QE and helicopter money do more harm than good?
How Covid-19 upended monetary policy
Also calling for helicopter money
Countries battle against coronavirus fallout
Fiscal stimulus and history to the rescue?
Coronavirus sparks recession predictions
Threat of slump in global economy
The US stockmarket has been hitting new highs. It is election year, so investors are often looking on the bright side.
In a world of slow yet steady, non-inflationary economic growth, interest rates are likely to remain at relatively low levels over the medium term.
Latest investment report from Sebastian Lyon
2019 proved to be a strong year for equity investors.
Equities, bonds, gold, even Bitcoin, along with a range of other assets, have chalked up big gains since the US Federal Reserve made a sharp policy U-turn by cutting interest rates in response to slowing economy last autumn
$12trn of global bonds trading with sub-zero yields
The truth behind 'cheap' valuations
A return to safe-haven stocks
Most successful managers take a trip down memory lane
'Train is not going off the tracks'