Fixed Income debate replay – Chris Bowie and Stuart Thomson provide their views on the sector

by Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 29, 2012 at 5:21pm

Chris Bowie, head of credit and manager of the Ignis Corporate Bond Fund, and Stuart Thomson, chief economist and co-manager of the Ignis Absolute Return Government Bond Fund, disc More



Just do it – MOF to demand BOJ support for currency victory

by Grant Peterkin
Senior Portfolio Manager, Co-Fund Manager
Mar 29, 2012 at 12:00pm

The Yen has peaked on a trade weighted basis and against the US Dollar and is expected to weaken significantly during April. More



Would you invest in the proposed 100 year gilt?

by Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 27, 2012 at 11:47am

The debate over 100y bonds has been driven by the low level of spot rates (UKT 4% 2060 were 3. More



Budget preview – the big squeeze and the little squeeze

by Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 20, 2012 at 3:53pm

Rating agencies assessments from Fitch and Moody’s provide a timely reminder that neither the economic nor political cycles favour any material relaxation of fiscal policy in the More



Fed Policy from Fingers Crossed Idaho

by Stuart Thomson
Chief Economist, Co-Fund Manager
Nov 8, 2011 at 2:53pm

To quote Anais Nin “we don’t see things as they are, we see things as we are”. More



Why doesn’t the DMO redeem the War Loan?

by Adam Purzitsky
Senior Quantitative Portfolio Manager, Co-Fund Manager
Nov 10, 2011 at 11:42am

Bond Vigilantes have an interesting post up wondering if the DMO will redeem the war loan. More



Italy is Just the Tip of the Debt Iceberg

by Stuart Thomson
Chief Economist, Co-Fund Manager
Nov 16, 2011 at 3:39pm

Italy has had a torrid time over the past month, yet over the past week its benchmark 10yr yield rose by just 9bps to 6.41% having reached a peak of 7. More



Santa Claus Doesn’t Exist and Neither Does Unlimited ECB QE

by Stuart Thomson
Chief Economist, Co-Fund Manager
Nov 22, 2011 at 4:06pm

Do you believe in Father Christmas? This is the key question for global financial markets hoping for a temporary solution to the €uropean Sovereign Debt crisis. More



OBR not OBN, but still VILE

by Stuart Thomson
Chief Economist, Co-Fund Manager
Nov 30, 2011 at 9:45am

The Office for Budget Responsibility has lost its OBN as it has cut its forecast for 2011 from an initial forecast of 2.1% to 1.7% at the time of the March Budget and further to 0. More



2012: Jeux Sans Frontiers – Markets With Tears

by Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 6, 2012 at 2:26pm

The good news is that the global economy will avoid recession during 2012.  The global economy will avoid a double dip recession by a whisker, growing by just 2. More



Dr Pepper’s Guide to 2012 – What’s the Worst that Can Happen? – The Four Horsemen of the Apocalypse

by Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 26, 2012 at 4:22pm

Today is the anniversary of the birth of Rabbie Burns, while we celebrate with offal food, it is worth reflecting on his poem “to a mouse”, which contains the verse “but Mous More



Introduction to Chaos Theory

by Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 30, 2012 at 3:09pm

Everybody is biased, it is important to remember where the annual forecasting recommendations are coming from. More



The First Horseman – The White Horse: Conquest – US Banks VS Economics

by Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 30, 2012 at 3:53pm

I watched the Lamb open the first of the seven seals. More



Bright Light for PIIGS is the Match Sparking the Barbecue

by Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 31, 2012 at 2:15pm

The delayed reaction to the ECB’s three year long-term repo operation has provided a powerful boost to peripheral government bond markets. More



Central Banker of the Year – Anointing the King

by Stuart Thomson
Chief Economist, Co-Fund Manager
Feb 13, 2012 at 12:44pm

The Ignis Rates CBOY Committee has awarded Mervyn King their central banker of the year award in 2008, 2009, 2010 and we have once again unanimously voted to award him the title fo More



Bank Deploys Operation Crunch

by Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 6, 2012 at 11:25am

The Bank of England’s Monetary Policy Committee duly provided the additional £50bn worth of conventional gilt purchases that the market had been expecting at its February me More


About Ignis Rates Views

The main author of this journal is Stuart Thomson, fund manager and economist for the Ignis Rates Team at Ignis Asset Management. The other members of the team are involved in forming the views represented here, and will also contribute postings from time to time. We hope you find the content interesting and welcome comments or questions. To find out more about Ignis and our fund range please visit the Ignis website.

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