Search results for 'Liquidity'

Search results 21-30 of 32
China equities: not a comeback, not a setback
Pessimism is the dominant sentiment of the day in China, yet we believe that the current landscape can give rise to unusual investment opportunities.
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Alternatives insights
A heritage rooted in alternative investments. Fundamental research builds the basis for any of our investment decisions.
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Smoke and mirrors
Sometimes we can see positive trends build in the run up to Christmas, though this year we remain more circumspect.
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Double bogey
Saudi continues to double down on an ambitious agenda.
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Running hot
We continue to challenge a narrative that monetary policy travels up the stairs but down the elevator.
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Polina’s Perspective: Argentina - living on the edge
Argentina’s spending has resulted in a deteriorating credit quality. Can the new government commit to ending the vicious circle of living on the edge.
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Time for a change in tune
Many investors bought into a soft landing scenario during the course of the summer. However, such an outcome may always be difficult to expedite.
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Circular economy: An opportunity for fixed income investors
This World Earth Day, Harrison Hill, Portfolio Manager, reflects on the investment potential for fixed income within a circular economy.
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Japan blossoms
A trip east gives cause for reflection this week.
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Tokyo Drift - not quite Fast and Furious
As expected, the Fed raised rates this week another 0.25%. It waits to be seen if past rate hikes have cooled the economy enough to satisfy the FOMC.
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