Tag: Interest Rates
Hangover After the Low Interest Rate Party
We look at how over-stretched balance sheets are creating opportunities...
ViewThe Impact of Higher Interest Rates on Banks and the Attractiveness of CoCo Bonds
Key Takeaways As interest rates remain higher for longer, banks...
ViewMulti Asset Fund Update: Diminished Expectations of Interest Rate Cuts this Year, But Slow Recovery Continues
Our proprietary Investment Clock is just into its Recovery zone,...
ViewInterest Rates, Growth and Financial Markets
US is on course for ‘immaculate disinflation’; UK and Europe...
ViewEuropean Smaller Companies
Higher interest rates have hampered the share price performance of...
ViewAMO Insight ‘Structural Changes in Japan’s Current Account Balance’
The main drivers of the yen depreciation that took place...
ViewInterest Rates: Peaking or Heading for a High Plateau?
As the services boom decelerates, manufacturing picks up. The strength...
ViewWhy Higher Interest Rates Could Be Good News for CoCos
In this blog, we delve into an intriguing comparison that...
ViewJP’s Journal: A Tale of Two Mountains
Several of my journal updates in recent months have referenced...
ViewBoE Reduces Tightening Pace and Commits to Maintaining a Restrictive Policy
On 3 August the Bank of England’s (BoE) Monetary Policy...
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