Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Yield in Europe is increasingly hard to come by, but with the European Central Bank (ECB) expected to ease monetary policy, should investors maintain their fixed income positioning?
A new trade announcement from the Trump administration has comprehensively overshadowed the Federal Reserve’s first rate cut since the financial crisis. What impact will the most recent round of tariffs have on the economy and on markets?
Global - Currency Thoughts - PDF
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
With the European Central Bank (ECB) set to resume quantitative easing, can European high yield spreads return to their lows of the last time around?
Emerging market (EM) central banks are following their developed market peers with easier monetary policy. What are the implications for EM debt?