Search results for 'bonds'

Search results 41-50 of 93
Hit for 6?
We continue to believe that growth will slow by the middle of next year and no more than one further hike from the Fed will be required in this cycle.
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Citius – Altius – Fortius
While the world turns to the Paris Olympics, macro markets turn towards Tokyo, with another highly anticipated BoJ meeting next week.
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Hangover after the low interest rate party
We discuss how market dislocation and stress are creating a strong pipeline of investment opportunities in the European mid-market.
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Trick or treat?
We’re starting to see signs of cracks appearing in equity & credit markets, and geopolitical uncertainty means very low visibility at the macro level.
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Special situations: An unusually broad opportunity set
Adam Phillips discusses our special situations approach and explains why the mid-market offers a highly compelling opportunity set.
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Trump ascendant
The direction of travel in politics and geopolitics globally appears to point towards more volatility, as we look towards 2025 and beyond.
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Has Yellen inserted her chip into the mindset of the Fed?
During January, growing hopes for a soft landing helped propel equity markets to new highs, with risk sentiment broadly bullish at the start of 2024.
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Robots on the rise, politicians in decline
Emerging markets witnessed volatility this week, with election results throwing up surprises, while the UK General Election took an interesting turn.
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Peak Harris – or is there more to come?
US data is consistent with economic output growing around trend, while financial conditions are sitting around their easiest levels for the past year.
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