10/06/2024 Fixed Income & FX Bond investing when Central Banks are in motion The outlook for bond market, reassessing risks and opportunities in fixed income space.
2/12/2022 Fixed Income & FX European fixed income: the difficult equation if the energy ... Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.
30/09/2022 Fixed Income & FX Global foreign exchange regime faces winds of change Dollar strength is causing strains, even in developed countries like Japan and Britain. Countries will have to intervene to fix misalignments in currency...
28/09/2022 Fixed Income & FX UK market turmoil points towards further volatility in globa... Understand recent market reaction to the UK budget proposal that had significant market impact on the Sterling and look into what are the implications...
28/09/2022 Fixed Income & FX Time to refocus on bonds - Rethinking portfolios after the g... Time to refocus on bonds - Rethinking portfolios after the great repricing
11/07/2022 Fixed Income & FX Renminbi’s rise will not challenge dollar dominance A sharp economic slowdown seems to be looming in both Europe and the US, which would make bond markets attractive again, especially in the US. Conversely,...
3/06/2022 Fixed Income & FX JPY: Structurally weak, cyclically blessed Structural headwinds are strong for the yen, setting a fundamental background for the currency to stay weak.