Tag: Equities

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Take Two: Fed Likely to Cut Rates Gradually; Eurozone Inflation Rises

What do you need to know? Federal Reserve officials were...

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THE WORLD AFTER FED EASING

The start of monetary easing by the Fed is always...

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In Credit Weekly Snapshot – November 2024

A tale of two economies Key markets overview The times...

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Investment Research Offsite 2024 Recap

In September, investment colleagues from around the world met in...

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2025 Fixed Income Outlook: A Year of Opportunity Amid Economic Uncertainty?

With inflation cooling and the US Federal Reserve transitioning from...

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JP’s Journal: Revolting Bonds

Last week was certainly action packed. The election of Donald...

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Japanese Election Raises More Questions than Answers

Japan’s general election on 27 October saw the Liberal Democratic...

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High Supply Creating Attractive Opportunities in ABS

European auto loan ABS bonds have long had the attractive...

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European Central Bank: Data-Dependent ECB Cuts 25bps after Downward Data Surprises

As was widely expected, the European Central Bank cut rates...

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Now is the Time for Investment Grade Credit

Opportunities and challenges abound in fixed income investment grade (IG),...

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