Pictet Asset Management’s head of investment grade credit Jon Mawby talks to Mike Sheen about the ‘very long in the tooth’ credit cycle, the outlook for central bank tapering, and why Modern Monetary Theory could be the last hope for policymakers
Shaking off the post-GFC shackles to reboot industry
High yield bonds expected to be the next outperformer
Surpassing everything that has happened before
Deep Dive into US Equities
'Asset growth is not everything'
Caution required to get through uncertain times
Protecting portfolios from 'crazy scenarios'
Forever associated with the 2008 Global Financial Crisis, mortgage-backed securities struggle to escape their bad rap. This is precisely why we are finding value in them now.
Where should investors look?