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