Europe’s (Bond) Bull Market by Jennifer Thomson, Gavekal Capital Blog
Inflation isn’t the only indicator that seems intent on moving ever lower— the trend towards below-zero government bond yields in many European countries continues. While most have not followed in Switzerland’s footsteps (where yields are negative out to ten years) quite yet, German 5-year yields have hit the zero mark and France’s 4-year government bond is just below:
Gates Cap Management Reduces Risk After Rare Down Year
Gates Capital Management's ECF Value Funds have a fantastic track record. The funds (full-name Excess Cash Flow Value Funds), which invest in an event-driven equity and credit strategy Read More