- 18 May 2020
The past three months have been truly extraordinary and difficult for just about everyone in the world. From an investor’s point of view, this peri [...]
The past three months have been truly extraordinary and difficult for just about everyone in the world. From an investor’s point of view, this peri [...]
Let’s be honest: of the potential risks in 2020, we cannot pretend we had identified the outbreak of a new bat-transmitted virus that would cripple [...]
2020 has started the way last year ended: with investors’ unabated appetite for equities and credit spreads in a seemingly frantic quest for return [...]
The resumption of talks between the US and China, declining political risk in the UK and a third Fed rate cut in four months have supported another [...]
Brexit twists and turns on the one hand and Twitter-format US/China trade negotiations on the other have both become such regular features in our i [...]
The back-to-school season has been pretty eventful but has not provided much more clarity on the macroeconomic situation. The jury is still out on [...]
As is often the case, August has not been as quiet a month in financial markets as those taking summer holidays would expect. After two months wher [...]
The spectacular U-turn of the Fed regarding its monetary policy outlook has extended one step further in June.[...]
Financial markets have been spurred by the Federal Reserve and the ECB clearly signalling more monetary policy accommodation is in the cards for th [...]