Fixed Income Opportunities
Thursday 18 July 2019
Investment Talks, News, Expertises
The appointment of Christine Lagarde as President of the ECB and Ursula Von der Leyen as President of the European Commission is undoubtedly among the best possible compromises because these are two women of great experience, both very much in favour of strengthening the European Union. It is very clear that the political dimension has taken over from the technocratic dimension. This is a significant development for European institutions, but it is still too early to draw any conclusions
Investment Talks Liquidity October 2019
Recent developments: A few high-profile fund suspensions have recently driven the focus back to market liquidity and how this can affect the ability of funds to meet certain redemption scenarios. Despite ample liquidity at the macro level, some areas of strain remain at the micro-level and could worsen in case of a material deterioration of economic conditions, a recession or a spike in volatility.
Investment Talks - US President Impeachment October 2019
The Democratic Party has announced the opening of an impeachment inquiry against President Donald Trump following revelations that he pushed Ukrainian President Volodymyr Zelenskiy to investigate the son of Democratic opponent Joe Biden. The impeachment process is long and articulated.
Cross Asset Investment Strategy October 2019
Central banks have confirmed the shift to a much more accommodative stance.