March 26, 2021
Ahead of the Curve | Friday, 26th March 2021
Investment banking remains on fire – Very strong start to 2021.Amidst all the attention on rising rates in the past...
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March 24, 2021
The End of Paper Tigers?
Asset allocation in 2021 presents almost unprecedented challenges. The path for asset returns will heavily depend on events relating to...
Keep readingMarch 23, 2021
Ahead of the Curve | Inflation, Interest Rates, and the Global Financial Sector
The vaccine rollout is gathering pace in both the US and UK, with continental Europe running two to three months...
Keep readingMarch 22, 2021
GLOBAL CREDIT BULLETS | Monday, 22nd March 2021
Fed – Words are not enough anymore.At the well-anticipated March meeting, the Fed failed to reassure investors about the selloff...
Keep readingMarch 19, 2021
AI in Finance: Deciphering Fedspeak with Natural Language Processing
Since the financial crisis, forward guidance has become a key part of the monetary policy toolkit. Constrained by the effective...
Keep readingMarch 16, 2021
The Silver Bullet | A World Without Safe Havens
You say you want a revolutionWell, you knowWe all want to change the worldYou tell me that it’s evolutionWell, you...
Keep readingMarch 15, 2021
GLOBAL CREDIT BULLETS | Monday, 15th March
ECB – Dovish Bark Doesn’t Bite.The ECB Governing Council struck a relatively dovish tone last week as they communicated their...
Keep readingMarch 12, 2021
Ahead of the curve | Friday, 12th March
Regime shift underway – Persistent bid for financials since Blue Wave.After four consecutive years of underperformance, Financials have started 2021...
Keep readingMarch 9, 2021
HI Algebris Italia ELTIF | Why investing in Italian SMEs now?
Despite the constant economic and political uncertainty worsened by Covid pandemic, Italian SMEs still provide an interesting opportunity to invest...
Keep readingMarch 8, 2021
GLOBAL CREDIT BULLETS | Monday, 8th March 2021
American Rescue Plan – $1.9trn approved.Over the weekend, the US Senate passed President Biden’s $1.9trn or 9% of GDP Covid...
Keep readingMarch 5, 2021
February 2021
US President Biden and the ‘blue’ Senate are finalising details for a significant additional fiscal package to be passed in...
Keep readingMarch 1, 2021
GLOBAL CREDIT BULLETS | Monday, 1st March 2021
Rates – No Capitulation of Risk Markets yet.Last week’s moves in rates markets were strong, but a capitulation of risk...
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