Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 24 March 2025
Europe – Tariffs on their way On April 2nd, Trump plans to implement global reciprocal tariffs on countries with trade...
24 March 2025
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Appetite for destruction
With obesity rates soaring and GLP-1 weight-loss drugs revolutionising the pharmaceutical space, what does this mean for investors? How are...
20 March 2025
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The importance of selectivity in financial credit and equity
“You wouldn’t be doing your fiduciary duty as an investor if you decided to ignore the financial sector altogether because...
18 March 2025
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GLOBAL CREDIT BULLETS | Monday, 17 March 2025
US macro – The myth of exceptionalism In our recent analysis, we look at the implications of current US policy...
17 March 2025
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GLOBAL CREDIT BULLETS | Monday, 10 March 2025
MEGA – Make Europe Great Again In a historic shift, Germany broke free of fiscal shackles last week to announce...
10 March 2025
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GLOBAL CREDIT BULLETS | Monday, 3 March 2025
Ukraine – Pivotal moment for Europe Friday’s talks between President Trump and President Zelensky derailed, leaving Europe effectively at a...
3 March 2025
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GLOBAL EQUITY BULLETS | Wednesday, 26 February 2025
European Equities outperformance: More Than a Bounce? How reporting season is going: Halfway through the Q4 earnings season, Stoxx 600 Q4 EPS...
26 February 2025
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GLOBAL CREDIT BULLETS | Monday, 24 February 2025
German Elections – Fiscal Hopes Alive but Cloudy The CDU/CSU under Friedrich Merz won the German elections with 28.5% and...
24 February 2025
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GLOBAL CREDIT BULLETS | Monday, 17 February 2025
Ukraine plan – A US business. Trump initiated direct peace talks with Putin to address the ongoing conflict in Ukraine....
17 February 2025
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GLOBAL CREDIT BULLETS | Monday, 10 February 2025
US Economics – Few signs of weakness The US economy has proven resilient in yet another round of data releases....
10 February 2025
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GLOBAL CREDIT BULLETS | Monday, 3 February 2025
US Politics – Trump gets serious Over the weekend, Trump used National Emergency powers to announce 25% tariffs on Mexico/Canada...
3 February 2025
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GLOBAL CREDIT BULLETS | Monday, 27 January 2025
Trump inauguration – no fireworks yet Donald Trump was inaugurated last Monday as 47th president of the United States. He...
27 January 2025
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