LTCMA matrix by currency
What is the catalyst that could translate reasonable fundamentals and attractive valuations into an emerging market (EM) debt recovery?
Does the recent sell-off for risk assets mean the end of the cycle is nigh, or is there value to be found for investors willing to buck the trend?
US investment grade yields are at an eight-year high, after considerable moves higher year-to-date. With midterm election uncertainty in the rear view mirror, could now be an opportune time to add some exposure?
With data coming in much stronger in the US than in the rest of the developed markets, does recent spread widening for US high yield present an entry point?
LTCMA 2019 illustration showing surviving the short term to thrive in the long term.
LTCMA 2019 illustrated infographic dealing with upward drift in government debt.
Switzerland is well known around the world for its high prices, with a Big Mac or a Starbucks latte costing over USD 6 each. The Swiss National Bank (SNB) itself describes the Swiss franc as “highly valued”, but it is less clear to us that the currency is
The path of the U.S. dollar: Looking forward by looking back illustrated in an easy to read infographic.
How demographic change will affect savings, growth and interest rates