Tag: Fixed Income
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JP’s Journal: Three Lions
England’s football transfer window closed last week. What it highlighted...
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Barometer: Summer Rally Already a Distant Memory
A soft landing for the global economy looks increasingly unlikely....
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JP’s Journal: A Tale of Two Quotes
“The past is a foreign country; they do things differently...
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How the Fragile Five Transformed into the Compelling Quartet
Key takeaways Bond portfolio flows tend to flock to...
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O’Connor CIO Newsletter-Hedge Funds Outlook
The challenging macro backdrop of 1H2022 has weighed heavily not...
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Taking Stock: UK Companies and the Inflationary Landscape
Cheeseburgers. What is happening across the UK economy can be...
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Barometer: Earnings Maths Does not Add Up
Stocks remain vulnerable to a wave of profit forecast cuts,...
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