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News What a difference a month makes
In recent weeks, market conditions switched swiftly from panic mode to exuberance mode. Active investors are scratching their heads as markets no longer seem to be discounting a U.S. recession and any Fed rate hike in (...)
Strategy Hybrid call decisions become more nuanced
The re-statement by Santander’s chief executive on the 2018 earnings call on January 30 of the group’s existing policy to call hybrid instruments on economic terms seems to have been accepted calmly.
Opinion Low inflation : dry powder?
One way to look at low global inflation is as evidence of policy successes on the part of countries’ central banks — especially in Emerging Market (EM) countries, where inflation rates are often below their central bank (...)
News Hedge fund positioning after the storm
The positioning of CTAs and Global Macro strategies on equities remains very cautious at present. Meanwhile, long Fixed Income positions have increased over the past few weeks. The stance has thus turned more defensive, even though the outlook on EM assets has turned more (...)
Strategy Finding opportunity in Europe’s volatility
Looking back at 2018, it was a year when European corporate earnings continued to grow, while market volatility was surprisingly high. The volatility was a result of both political noise and the fear of a slowdown in global (...)
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