Opening the door to another leg up?
The final week of May ended with US lawmakers voting to lift the country’s debt ceiling, markets assigning a one-in-three chance that the Federal...
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Debt ceiling no obstacle for US Bond Funds
Amidst increasingly stark warnings of economic chaos if the current standoff over the US federal debt ceiling is not resolved, EPFR-tracked US Bond...
The best defense is a good Chinese economy
Worries about the impact a two-pronged credit squeeze, driven by quantitative tightening and the pressure on regional bank loan books, will have on...
Weekly fund flows highlights – 15th May 2023
Following interest rate increases from both the US Federal Reserve and the European Central Bank, disparity has taken over investors. Our Head of...
Banking on more pain ahead
A recession in the second half of the year, triggered by the impact of current interest rates on the real estate sector and the banks that lend to...
Weekly fund flows highlights – 8th May 2023
How did markets react to the interest rate hikes from both the US Federal Reserve and the European Central Bank? In a week where nonfarm payrolls in...