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Turbulent market conditions of the Middle East war have pushed bond issuers and investors to try new things
A swift response is tempting, but lenders should avoid kneejerk reaction
Talk of de-dollarisation has evaporated. The dollar market remains the undisputed king of financing
Inflation caused by war threatens budding recovery in commercial real estate
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The spread between the weakest and strongest covered bonds is tighter than at any point in the last five years, thanks to the European Central Bank’s backstop bid. But just because the ECB is willing to buy anything and everything that qualifies as a covered bond, that doesn’t mean investors should.
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The latest figures from Germany show that the richest German states paid more than ever to their poorer compatriots last year, which will trouble politicians and voters. But Germany, and Europe in general should remember that transfers of money are only one leg of the trade.
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FX and macro volatility is back in a big way, so the succession of miserable quarters in fixed income, currencies and commodities should be over. But investment banks have not fixed long running problems with the business.
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The Bank of England's new template for stress testing UK banks might be an improbable collection of fat tail events. But there's an important, and probable, risk missing from it. -
India is bracing itself for a financial overhaul as the Reserve Bank of India (RBI) is set to be stripped of its powers over government bonds in favour of a new agency. While details of the plan have yet to be finalised, this is good news for India — and for the RBI, which has been struggling with an identity crisis.
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Social responsibility means accountability, and accountability requires transparency. Even where socially responsible issuers show what they have funded, investors need comparisons to prove they have done some good.
