INVESTMENT CONSULTING - APPLETON GREENE & CO

Appleton Greene & Co Global - Generate fixed income is challenging in the current low interest rate environment. In emerging markets, we can help to identify, explore and select fixed income investment opportunities (mainly sovereign and corporate IG and HY bonds) in selected markets - CEE, SEE, Russia, LatAm, GCC. In most cases, investors are primarily interested in low latency access to assets with high potential returns, but we can propose also more complex directional and relative-value investment ideas (e.g., steepeners, flatteners, factor investing, exploiting CDS asset swap spread basis opportunities where available, using swaps to construct factor-neutral bond portfolios with positive expected returns). In developed markets, we can advise on alternative fixed income investments- preferred stocks, distressed debt, convertible bonds, COCOs, catastrophe bonds (CAT), ABS, MBS, CMBS, credit derivatives. The advantages of preferred stocks are superior Sharpe ratios, while for CATs..