Global Navigator, Economist Insights Investors come out of the gate like bulls A damn-the-torpedoes spirit gripped investors during the first week of the New Year. Faced with bond vigilantes stampeding UK sovereign yields and... Jan 13, 2025
Global Navigator, Economist Insights Outside of the US, sails flapping at year’s end The first two months of 2024 saw Japan, India, Technology and China Equity Funds absorb a net $5.2 billion, $10.7 billion, $14.1 billion and $44.6... Jan 03, 2025
Global Navigator, Economist Insights Some late innings shifts as 2024 winds down It was a mixed Christmas for the major EPFR-tracked fund groups as technical factors reversed a significant chunk of the previous week’s... Dec 27, 2024
Global Navigator, Economist Insights The Fed gives, the Fed takes away With the Syrian civil war reaching – at least for now – a prompt resolution, China adopting a looser monetary stance, and both the US Federal... Dec 23, 2024
Quants Corner, Quant Insights CLOs emerging from the CDO shadow Modern CLOs and CDOs are regarded as much safer than their pre-crisis versions. But where, in the spectrum of major fixed income asset classes do... Dec 20, 2024
Global Navigator, Economist Insights Some holiday cheer as 2024 winds down With the Syrian civil war reaching – at least for now – a prompt resolution, China adopting a looser monetary stance, and both the US Federal... Dec 16, 2024