Search results for 'volatility'

Search results 51-60 of 83
A spritely economy and geriatric politicians
With equities buoyant and bitcoin rampant, our conversations with policymakers have focussed on the theme of US growth exceptionalism.
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Market enthusiasm for lower rates risk getting over its skis
We’ve seen some substantial market movements in the last few months, and as such, we do not see volatility dropping much into the end of the year.
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Double bogey
Saudi continues to double down on an ambitious agenda.
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Muddy Waters
With plenty of data uncertainty for the time being, we don’t see merit in taking a strong directional view in markets.
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Could the British Tory party place 4th in the coming election?
As we gear up for a probable Trump vs Biden part 2, it’s understandable that enthusiasm for the democratic ideal has waned in some parts of the world.
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The fundamental resilience of banks
Investment grade specialist Marc Stacey, reinforces that markets should be encouraged by the strength of the banking sector's underlying fundamentals.
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A fresh opportunity from dispersion?
Rising issuer dispersion in investment grade corporate fixed income creates a fertile hunting ground for active managers, says Andrzej Skiba.
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Re-engaging with European investment grade
As we enter 2024, Marc Stacey explains why European corporates look attractive to investors.
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Q&A: Bonds are for the bold?
Bond yields have continued to rise in recent months, but the time to buy has arrived, argues Kaspar Hense.
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Action speaks louder than words (or dots)
Or is it a case of glass half full versus glass half empty?
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