ADVICE & COMMENT
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David Stevenson: Opportunities in Dubai
Monday 30 November, 2009: Dubai may or may not be in deep, deep trouble but the sudden collapse in prices for say Qatar debt I think may present a compelling opportunity
David Stevenson: Progressive dividend players
Tuesday 13 October, 2009: Here’s some more details from Morgan Stanley on the notes I mentioned in this week’s column.
David Stevenson: A closer look at structured products
Monday 28 September, 2009: This weekend’s column discussed various listed structured products available. Here I expand on the Morgan Stanley product.
David Stevenson: Trading at a discount
Thursday 24 September, 2009: I keep receiving interesting notes on a column I wrote a few months ago on an alternative hedge fund Psource, which lends money to high growth firms in the US.
David Stevenson: Similarities between China and Japan
Tuesday 22 September, 2009: The highly individualistic research team at SG suffered a small blow earlier on in the summer when James Montier joined the asset allocation committee of fund manager GMO as strategist.
David Stevenson: Back on T2
Monday 21 September, 2009: OK so we’re back on T2 again and trying to draw all the threads together. That $250m of debt in the CLO vehicle is cheap – it costs just 75 basis points above LIBOR overall.
David Stevenson: The risks of T2
Wednesday 16 September, 2009: We’re back on the subject of T2 again today, this time running through the risks
David Stevenson: T2 Income fund
Tuesday 15 September, 2009: OK in my column on Saturday I talk about the T2 Income fund – over the next two days I’m going to spell out some of the risks and potential for this relatively complicated little fund.


