Search results for 'uncertainty'

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European Bond markets: five musings from July
Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets for July.
European bond markets: five musings from May
Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets for May.
The New World Order
Investors are happy to catch their breath for a moment, following a very active few months since Trump returned to the White House.
European Bond markets: five musings from September
Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets for September.
South Korea: reforms are creating long-term opportunities
We look at how South Korea’s economy is benefitting from memory chip exports, robust industries, and corporate governance reform.
Over-Cooked?
Trump’s firing of Fed governor Lisa Cook was the big news of the week, while in France, Bayrou made a decision to call for a Vote of Confidence.
Hawks will begin to circle, as inflation heat rises over the summer
The week saw Fed hawkishness intensify alongside AI-driven inflation concerns, whilst the Eurozone faces fiscal pressures and Japan normalises policy.
Shifting Strategies: How institutions are embracing fixed income hedge funds
Don't be fooled by the calm on the surface
We believe Israel’s missile strikes aim to apply pressure on Iran towards a nuclear deal and an escalation to a wider Middle East war is unlikely.
Swiss cheesed
The case for more material US rate cuts through 2026 rests more on a perceived dovish pivot in US monetary policy, under a new Fed Chair.