Search results for 'uncertainty'

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European bond markets: five musings from April
Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets for April.
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Special situations: a favourable backdrop for European event-driven credit
With the second half of the year well underway, we look at distressed activity over the summer and the ongoing market opportunity in the asset class.
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Overreach?
At a time of economic uncertainty, one thing we can continue to be confident about is that this new regime of political volatility is here to stay.
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What can be done to save ‘Broken Britain’?
Investing in the UK macro space is tough right now, and ‘Broken Britain’ will need a lot of work to become an attractive place to confidently invest.
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The Fed and the Fall
A notable development at this week’s FOMC meeting was dissent from new member, Stephen Miran, who advocated for a more aggressive 50bps cut.
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A 'cold' moment for Trump
The Trump administration is in an ebullient mood, on a sense that it is showing signs of winning the trade war it started in a global economy.
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Polina’s Perspective: a pimple soup experience in China
The menu of investment opportunities in China needs close evaluation and a longer-term horizon but with careful selection, appetites can be satisfied.
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On the political ropes?
The political spotlight on Trump has put him on the defensive, as his approval rating slides to a new low point during his second term in office.
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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.
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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.
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