European Central Bank
Bonds
The bull/bear debate in credit markets in 2020, is whether we face an early 1980s-type bear market or a 2008 valuation scenario.
31 March 2020
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2 min read
Bonds
In a world of slow yet steady, non-inflationary economic growth, interest rates are likely to remain at relatively low levels over the medium term.
20 February 2020
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2 min read
Europe
After some volatility during the summer, Q4 2019 added to the rising tide experienced by European equity markets since the dip in late 2018.
13 February 2020
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2 min read
Europe
Europe has been shunned by global investors in the past few years for a number of reasons: profitability of European companies has lagged that of global counterparts; poor public finances have threatened the common currency and populist pressures have...
28 January 2020
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2 min read
