Search results for 'uncertainty'

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TACO Trump is likely to fight back
At a time when market direction is less certain, it strikes us that curve trades offer a better potential reward than duration trades at this point.
AI comes for software - who will be MoltBot's next target?
AI agents are now talking to each other and socialising online, speaking in a language that only they understand!
Winning in the USA
The past week has seen plenty of introspection and hand wringing in the EU, with Trump having exposed the lack of power and leadership in the bloc.
Private credit opportunities in emerging markets
We discuss how a selective approach to high quality EM private debt investments can enhance returns, while reducing risk and dampening volatility.
Past the worst?
In period of relative market calm, we look at the long-term impact of the tariff tussle on inflation, growth and fixed income opportunities.
European bond markets: five musings from June
Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets for June.
No hero for Net Zero
The US government shutdown continues and with air travel now affected, there are fears that the economic drag may start to escalate.
A Roadrunner moment
Meetings in the White House reflected alarming complacency, while discussions with other analysts and advisors cited much greater downside risk.
Shutdown blame game
The US government shutdown was a focus this week, while further protests in France have done little to help drive a political breakthrough.
High yield markets: staying focused in an ever-changing world
We discuss our views on key themes, pressure points in global high yield markets, and the outlook for the rest of the year.