Fixed income outlook: Tunnel vision
There is plenty of evidence of herding and groupthink.
14-09-2021 | Insight
Fixed income outlook: Inflation hyperventilation
Heading into H2, we still find plenty to disagree with in the prevailing market consensus.
15-06-2021 | Insight
Fixed income outlook: Coming to America
Several things are coming to America.
23-03-2021 | Insight
Credit outlook: TINA is still singing
Markets are pricing for the best possible outcome.
17-12-2020 | Quarterly outlook
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 | Insight
US elections: weighing the odds
The 2020 US Elections have entered the final straight.
20-10-2020 | Insight
Climate investing: from urgency to solutions
Fixed income outlook: The autumn cluster
A cluster of high volatility events will be taking place in the next six weeks.
09-10-2020 | Insight
Fixed income outlook: Rising waves
The latest wave of market euphoria prompts us to realize gains and adopt a patient stance.
08-07-2020 | Insight
Credit outlook: The rules have changed
The ‘common enemy’ elicited a massive unconventional, coordinated series of stimulus by policy makers.
24-06-2020 | Quarterly outlook