Monthly Archives: March 2017

Brexit: What is Next after Article 50 Activation

With the triggering of Article 50 of the Lisbon Treaty, the UK has officially started the two-year process that will drive the country out of the European Union. The six-page letter was delivered to Mr. Tusk, the president of the … Continue reading

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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

1. UK Inflation A week after retiring Monetary Policy Committee (MPC) – member Kristen Forbes voted for a rate hike, the release of UK inflation data put further pressure on the Bank of England (BOE). With headline inflation increasing from … Continue reading

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Play Reflation through Real Assets and Equities

Francesco Sandrini is Head of Multi Asset Securities Solutions.  This is the second in a series of blogs in which we analyze the main inflation drivers investors should pay attention to in 2017 and beyond, as well as investment opportunities to … Continue reading

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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

1. UK & Article 50 – “It’s the End of the World as We Know It”  Last week, following a bit of back-and-forth between the lower House of Commons and upper House of Lords, legislation was introduced that allows UK … Continue reading

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Dutch Dam Against Anti-Euro Tide

In the End, No Surprise After the annus horribilis in which several elections resulted in unexpected outcomes (admittedly, without the much feared negative impact on asset prices), we have now had a result that is in line with recent polls … Continue reading

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