The Yield Curve, and Long-Term Gilts
LGB’s Investment Director, Ivan Sedgwick explains the recent changes in the yield curve and gives his views as to why long-dated bonds are currently offering attractive rates amidst macroeconomic volatility.
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May Day, Mayday… four months of market turbulence and more to come?
May 1st – May Day – also the international distress signal – feels like a good time to look back over what has been an extraordinary year, and not in a good way.
Is it time to invest in the Government?
LGB & Co.’s Investment Director, Ivan Sedgwick, shares his thoughts on Government bonds and investment in periods of market volatility.
LGB Capital Markets achieves first £100m MTN Programme with Simply Asset Finance
It’s a moment for celebration both for LGB Capital Markets (“LGB”) and non-bank lender, Simply Asset Finance (“Simply”), as we announce an increase in their Medium-Term Note (MTN) programme from £65m to £100m.
Credit Spreads: Thinking about Risk and Reward
Higher interest rates have contributed to a renewed demand for fixed-income investments. However, when looking at the relative value of different debt instruments, an understanding of the composition and trajectory of credit spreads is essential.
Thoughts on Asset Allocation – Part 1
There is no right answer to the question of how to allocate assets. In Part 1 of his thoughts on asset allocation, LGB Investment Director Ivan Sedgwick explores potential considerations for private investors and the role that LGB’s MTN programmes can play in well-structured portfolios.
LGB successfully completes £15m secured note programme for Roma Finance
We are thrilled to announce the successful completion of a new £15m secured note programme for Roma Finance (“Roma”), a leading specialist property lender.
Aux Armes – Citoyens!
Not everyone is comfortable investing in defence companies. Over the years there are few that have not done business with regimes who either at the time or over time have looked unpalatable.
Q4 2024 Market Commentary
The Known Unknown for 2025 is the second iteration of a Trump presidency. It casts its shadow very broadly and there has been much reading of the runes trying to work out..
Fixing your income – bonds for private investors revisited
This is the time of year when commentators go into peak pontification mode, and it would be a shame not to participate, particularly when so much has been going on in the world. So firstly..
