Search results for 'uncertainty'

Search results 41-10 of 10
European bond markets: five musings from April
As we reach month end, Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets.
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Active management: advantages in high yield
In an uncertain world, we believe that active high yield managers with demonstrated skill should continue to deliver sustainable alpha for clients.
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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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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.
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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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Pushing to the right
With the AfD making strong gains in Germany’s recent regional elections, we discuss the market impact of this year’s political surge to the right.
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An active advantage
We discuss the advantages of active investing in equity markets and, in the year of the election, how elections need not be bad news for investors.
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How might ‘Trump Trades’ play out in the year ahead?
We highlight how the Republican policy framework could pan out under Trump, and the potential impact on macro markets.
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Global macro investing: making the complex simple
By building a simple, transparent and liquid discretionary global macro strategy, we seek to address the opaque, black box perceptions of old.
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Age concern
Biden’s under increasing pressure to step down, the UK general election was a done deal, and political risk in France has been unleashed.
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