Search results for 'uncertainty'

Search results 41-10 of 10
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.
Securitised credit: an alternative source of income
Our securitised credit team highlights the opportunities for investors looking to diversify away from traditional assets.
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.
Treading on eggshells
Markets rallied this week on hopes for a US-Iran exit, whilst core rates shifted from inflation fears to growth concerns.
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.