spaines

Visión de mercado

Fixed income outlook: Tunnel vision
Fixed income outlook: Tunnel vision
There is plenty of evidence of herding and groupthink.
14-09-2021 | Visión
Fixed income outlook: Inflation hyperventilation
Fixed income outlook: Inflation hyperventilation
Heading into H2, we still find plenty to disagree with in the prevailing market consensus.
15-06-2021 | Visión
Fixed income outlook: Coming to America
Fixed income outlook: Coming to America
Several things are coming to America.
23-03-2021 | Visión
Fixed income outlook: Just another range trade
Fixed income outlook: Just another range trade
Markets participants, often overly focused on cyclical and economic factors, may need to take a broader perspective.
08-12-2020 | Visión
Fixed income outlook: The autumn cluster
Fixed income outlook: The autumn cluster
A cluster of high volatility events will be taking place in the next six weeks.
09-10-2020 | Visión
Fixed income outlook: Rising waves
Fixed income outlook: Rising waves
The latest wave of market euphoria prompts us to take profit and adopt a patient stance.
08-07-2020 | Visión
The green bond opportunity
The green bond opportunity
Trade in green bonds has grown from a small niche sector to a liquid and diversified market.
08-06-2020 | Vídeo
Perspectivas en renta fija: La conmoción del Covid y la recuperación en forma de Ba'
Perspectivas en renta fija: La conmoción del Covid y la recuperación en forma de Ba'
Las oportunidades en renta fija están pasando rápidamente del entorno de la deuda pública considerada refugio seguro al crédito.
01-04-2020 | Perspectiva trimestral
Fixed income outlook: Upside bounce, downside risks
Fixed income outlook: Upside bounce, downside risks
Fixed income returns have been excellent in 2019.
06-01-2020 | Perspectiva trimestral