Hints and tips:
...Her dad was Tommy. Terri and Tommy. Their picture frame blew over in the wind yesterday, she says. She wants you to wheel her to Poundland to buy a new one. Janet is yawning as she speaks to you....
...I am here road testing the carmaker’s SUV, G-force pressing me into the passenger seat as former Portuguese racing driver Bruno Correia guides the car through a chicane and into a long straight....
...“It’s the additional supply of gilts that’s really spooked markets,” said Jim Leaviss, head of public fixed income at M&G Investments....
...cuts for the rich, pension funds with these LDI swaps found themselves having to post collateral to cover mark-to-market losses,” said Jim Leaviss, chief investment officer of public fixed income at M&G...
...The “E”, “S” and “G” represented such different, even conflicting, objectives that it was time for the concept to be scrapped, the company argued....
...However, Randeep Somel, fund manager at M&G Investments, said the Fed remained “very conscious of making a policy error and having to go back and cut rates if the market slows down”....
...“That now is starting to cause some concern on the supply chain crunch,” said Randeep Somel, portfolio manager at M&G....
...“The BoE have talked themselves into the ‘Nightmare before Christmas’ scenario,” said Jim Leaviss, chief investment officer for public fixed income at M&G Investments....
...“If you look at flows into ESG funds, they’re accelerating,” said Jim Leaviss, chief investment officer for public fixed income at M&G Investments. “There’s just been so much pent-up demand for this.”...
...“If it is stagflation, central banks are in a bind,” said Jim Leaviss, head of public fixed income at M&G Investments. “Hiking will reduce demand a little bit and strengthen the currency....
...Investors including Neuberger Berman, Candriam and M&G point to signs of ESG progress in Uzbekistan....
...“It’s just one data point, but it’s the first blowout that shows inflation is really hitting consumers,” says Leaviss, who is head of public fixed income at M&G Investments....
...Jim Leaviss, chief investment officer for public fixed income at M&G Investments, said that since the pandemic began the “physical act” of QE has been the most important feature in 2020, in contrast to earlier...
...“The market is moving in a counter-intuitive way,” said Ben Lord, manager of an inflation-linked bond fund at M&G Investments....
...“The success of the EU bonds makes lower-rated credits in Europe look a little bit safer,” said Jim Leaviss, CIO of public fixed income at asset manager M&G Investments....
...the global financial crisis, and it hasn’t been possible on a consistent basis despite strong economic growth, low unemployment, and massive stimulus,” said Jim Leaviss, CIO of public fixed income at M&G...
...“It's hard to get your head round these kind of numbers,” said Jim Leaviss, a bond fund manager at M&G Investments. “It wasn't very long ago that an additional 10 billion was newsworthy....
...David Lloyd, head of institutional portfolio management at M&G Investments in London, said markets remain sensitive to traditional drivers such as prospects for growth and inflation....
...Additional reporting by Tommy Stubbington in London...
...Jim Leaviss, head of retail fixed interest at M&G Investments, said the huge gains for long-dated Treasuries reminded him of the response to the blow-up of hedge fund Long-Term Capital Management in 1998...
...“Anyone who was buying index-linked gilts in the recent past was told when they bought them that they would be linked to RPI,” said Ben Lord, who manages an inflation-linked bond fund at M&G Investments....
...“Currency markets are telling us that there is not much conviction this will pass over the weekend,” said Jim Leaviss, head of retail fixed interest at M&G Investments....
...He later made his own way by turning little-known designers such as Michael Kors and Tommy Hilfiger into global luxury fashion labels....
...Jim Leaviss, head of retail fixed interest at M&G Investments in London, recalls saving his pocket money to buy Lego sets in the 1970s in a Post Office account which offered an interest rate of about 10...
...planning as much as €12bn in issuance this year across a range of maturities from two to 30 years, which could be used for anything from the construction of new bike lanes to research into renewable energy, Tommy...
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