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Market Updates
Cheap as gilts
The UK Chancellor’s statement to Parliament on 26 March did little to help the sterling bond market. Yields are higher than in the US and much higher than in...
Fixed Income
Euro Credit management: what are the keys to success in volatile periods?
What will happen in 2025 with Donald Trump?Donald Trump's arrival in office brings uncertainty and volatility. His return to power and the standoff he intends t...
Market Updates
Take two: OECD and Federal Reserve lower growth outlooks on tariff and policy concerns
What do you need to know?The Federal Reserve (Fed) revised its growth and inflation outlook while keeping interest rates on hold, at 4.25%-4.50%, at its latest...
Market Updates
Where is the drama?
There is more bearishness around but not a lot of asset (re)allocation. Having lived through the fall of the Berlin Wall, the 1991 Soviet coup, the Mexican peso...
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