Today is the 'nuclear winter' of investing after almost two solid decades of good returns, according to Martin Barnes, managing editor of the Bank Credit Analyst.
Noting that no one strategy looks particularly compelling now, Barnes says he is favouring corporate bonds, with spreads at the junk end of the credit spectrum looking relatively attractive.
Mark Roberts, principal and director of research at Off Wall Street Consulting Group, cites two good shorting opportunities. Roberts, who provides
The week on Risk.net, March 10-16 2018Receive this by email