Talking heads – Carry is...
While many bond investors have felt the earth move under the feet this year as the asset class experienced the…
14/11/22
Central banks
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Podcast
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Article
Weekly market update – The...
Central banks are raising policy rates to reduce aggregate demand and bring it back in line with the productive capacity…
10/11/22
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Article
Crypto’s contagious effect on equities
The increasing correlation between cryptocurrency trading and equity markets – especially in Asia – could be contagious. Large crypto losses…
09/11/22
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Weekly market update: Inflation, inflation,...
While inflation is causing a headache, there are other factors that could add up to a serious market migraine. Russia’s…
03/11/22
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Article
Asset allocation monthly - The...
Underscoring the still high market volatility, fixed income premia moved notably higher over October, led by real yields. Overall, we…
02/11/22
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Article
The pivot is here; adding...
Central bank policy rates are priced to reach 5.0-5.5% in the US and 2.75% in Europe by mid-2023. Forward real…
02/11/22