"True genius resides in the capacity for evaluation of
uncertain, hazardous, and conflicting information."
-Winston ChurchillM.S. Howells & Co provides institutional clients with unique insights and timely strategy designed to help capture returns in the current market. Our Chief Market Strategist, Michael Johnson, uses his knowledge and experience to identify actionable opportunities across the capital structure using both cash and derivative instruments. Michael also makes himself available to clients regularly via conference calls and office visits. For more information regarding Michael Johnson, please visit his
biography.
Our reports and intra-day commentary is distributed to all our Prime Brokerage clients. Other institutional customers interested in obtaining our proprietary reports have several options, including opening a DVP account or making hard dollar payments. Interested individuals should contact Brian McClive at +1.480.563.2054 or email Brian at
bmcclive@mshowells.com.
By providing our clients with broad based commentary regarding the corporate, ABS, MBS and CDS credit markets and their interaction with equities and even the broader economy, we were able to highlight trading and arbitrage opportunities within the equity and fixed income markets. This approach led us to be bearish through the end of February 2009.
More recently, we have highlighted how positive developments in the corporate credit and structured credit markets should bolster equity market valuations and reduce the sharpness of equity market sell-offs over the next year. These improvements provided the motive force behind our most recent thoughts on opportunities in the equity and credit markets.
