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Tag: European Markets

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European Real Estate: Shelter Amid ‘Tariff-Fying’ Times?

U.S. policy uncertainty means Europe might now be going from...

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JP’s Journal: Save the Census

Richard Platt was born around 1670 in Warrington. He was...

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European High Yield: Impact from Rising Rates is So Far Relatively Muted

Credit metrics should remain healthy through 2024, even as revenues...

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The Bank of England Hikes Rates Again

Following on from last week’s decisions for US and eurozone...

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European Consumers Not Expecting a Hard Landing

On Tuesday the European Central Bank released their Consumer Expectations...

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Easy Does It?

A deal has been struck to extend the debt ceiling...

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Asset-Backed Securities Quarterly Update – April 2023

Partner and Portfolio Manager, Aza Teeuwen, discusses the impact of...

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Investment Opportunities from Late-Cycle Shocks and Surprises?

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent...

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Challenging the Hawks

Markets are again excited by the idea that we are...

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Euro Investment Grade Credit: Balancing the Bear and Bull Cases

Marc Rovers takes a panoramic view of the challenges facing...

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