author - oman observer

In their satirical history of the United Kingdom, “1066 And All That”, the authors W C Sellar and R J Yeatman cast the English civil war of the 17th century as a conflict between the “Wrong but...

If macro investing has one signature strategy, it is exploiting the arbitrage between unsustainable policy and irresistible reality. The biggest disconnect today is the gap between the ambition of...

Last week, I was tasked with convincing a class of brilliant young MBA students at one of Europe’s leading business schools that they should consider a career in bond investing. It was not an easy...