Search results for 'uncertainty'

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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.
Monetising macro volatility in Trump 2.0
As a macro investor, Russel Matthews seeks to identify the best opportunities regardless of market backdrop. He shares his views on the year ahead.
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.
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.
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.
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.
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.
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.