Search results for 'Liquidity'

Search results 21-30 of 30
Acting with conviction: investment grade
Neil Mehta, IG Portfolio Manager, discusses the team’s strong track record in investment grade debt and what it means to be a successful risk taker.
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The changing face of emerging markets
Nothing stands still for long in emerging markets. We look at where opportunities lie, and some key themes driving change across the asset class.
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A summertime moment of madness
While markets experienced substantial volatility, we feel pricing was driven by market technicals and has become detached from fundamental valuations.
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Running hot
We continue to challenge a narrative that monetary policy travels up the stairs but down the elevator.
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Polina’s Perspective: Argentina - living on the edge
Argentina’s spending has resulted in a deteriorating credit quality. Can the new government commit to ending the vicious circle of living on the edge.
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A repeat of early month blues….
In meetings in the Middle East this week, it has been interesting to contrast regional prospects with those of countries elsewhere.
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Time for a change in tune
Many investors bought into a soft landing scenario during the course of the summer. However, such an outcome may always be difficult to expedite.
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Circular economy: An opportunity for fixed income investors
Harrison Hill, Portfolio Manager, reflects on the investment potential for fixed income within a circular economy.
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November binge may make for a leaner December
With the advent countdown underway, we feel there is plenty to ponder in the next couple of weeks and that economic data will be closely scrutinised.
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MacroMemo | 09 January 2024
Macroeconomic update from Eric Lascelles.
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