by bondevalue | May 3, 2021 | Insights
The month of April showed a reversal in fortunes for bond investors after a dismal first quarter when 74% of dollar bonds traded lower. In April, 65% of dollar bonds in our universe delivered a positive price return (ex-coupon) as the 10Y Treasury yield eased 4-5bp...
by bondevalue | Apr 15, 2021 | Insights
Contingent Convertible Bonds, also known as CoCos have become very popular over the last decade. In this piece, we try to address several frequently asked questions on this topic and talk about different features observed in these bonds. What Are CoCo Bonds?...
by bondevalue | Apr 1, 2021 | Insights
The first quarter of 2021 was a gloomy one for investors as 74% of dollar bonds in our universe delivered a negative price return (ex-coupon). The month of March saw a continuation of February’s disappointing run in bond markets with 82% of dollar bonds...
by bondevalue | Mar 23, 2021 | India, Insights
Indian corporates have taken the international bond markets by storm this year thus far, with total dollar bond issuance volume at $10.7bn, up almost 70% from the same period last year. This increased supply of Indian dollar credit is on the back of favorable market...
by bondevalue | Mar 3, 2021 | Insights
An opinion piece by Sergio Luna, a renowned economist who has followed Mexico as a professional economist for more than 30 years. Published originally on: https://expansion.mx/opinion/2021/03/02/pemex-la-bancarrota-no-es-una-mala-idea On February 19, Mexico announced...
by bondevalue | Mar 1, 2021 | Insights
The month of February was a dull month for investors as 66% of dollar bonds in our universe delivered a negative price return (ex-coupon). A sharp sell-off in US Treasuries led to a ~33bp rise in yields for both the 10Y and 30Y, which ended the month at 1.42% and...
