ClockWise: Is lacklustre growth a bit like ‘Goldilocks’?
Equities dipped last Friday following the mixed US jobs report. General employment gains continued with...
Perspectives
Muzinich Weekly Market Comment: Green Light for Bank of Japan?
Muzinich Weekly Market Comment: Green light for Bank of Japan? In our latest round-up of developments in financial markets and economies, we consider the implications of an end to Japan’s...
Latest Articles
British Land and Royal London Asset Management Announce Joint Venture to Deliver World Class Science and Innovation Building at 1 Triton Square
British Land and Royal London Asset Management Property (‘Royal London Asset Management’) announce the formation of a new 50:50 joint venture (‘JV’) to accelerate the...
A New Era for European Defense
Europe must be able to defend itself – this knowledge is being represented by more and more European politicians. In order to guarantee one’s own...
Corporate Credit Snapshot
Global credit delivered mixed returns in February with spread tightening offset by interest rate pressure across the US, Europe, and Emerging Markets (EM) In the...
Most Viewed
The VT Gravis UK Infrastructure Income Fund turns 8!
The VT Gravis UK Infrastructure Income Fund recently turned 8 in January. Will Argent, Shayan...
Close Up: The Great Compression
In the first of a monthly visual series to explore key themes in the credit...
AMO Japan Market Review February 2024
Japanese Investment Commentary and Market Outlook February 2024 ‘Surge to Record High’ The Japanese...
Trending
A Subtle Shade Less Black?
A subtle shade less black? A mercifully short commentary this...
UK Budget – Taxes Fall, Headroom Shrinks
Broadly in line with media reports, the Chancellor cut employee...
Enter the Dragon: Why China is Competitively Positioned
Last year marked another tough year for Chinese equities, extending...
European Smaller Companies
Higher interest rates have hampered the share price performance of...
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Four Looming Risks That Could Bolster EM Bonds
Many investors are not pricing in four risks in their portfolios. Each of these risks hurts DM...
Azhar’s Crunching Credit – February Spreads Tighten But Eyes Still on Inflation Data
February was a month where we saw spreads tighten to levels we haven’t seen since the inflation...
Muzinich Weekly Market Comment: Inflation Weighs on Government Bonds
In our weekly take on the key developments in financial markets and economies, we consider what to...
Market Monitor – 1 March 2024
Global stock markets this week consolidated recent gains to round off a positive month as hopes of...