Category Archives: Industry Insights

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

 1. UK – Some Easter Egg-citement No sooner had we recovered from the chocolate hangover of the Easter weekend than UK Prime Minister Theresa May pulled her own bunny out of a hat by announcing a surprise general election to … Continue reading

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Champagne for Risk Assets

First round French presidential elections results: Key takeaways It was an absolutely unprecedented first round, with four contenders quite close in the polls and just one of them (not ranked among the strongest) belonging to a traditional party. This unpredictability … Continue reading

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Volatility and Tail Risk on the Rise: What to Do?

After months of complacency, volatility is coming back amid concerns about the escalation in the Middle East and Asia and the upcoming presidential elections in France. The VIX index has surged to the level of 16, an almost 50% rise … Continue reading

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French Election Countdown

On Sunday April 23, the eyes of millions of Europeans will be on the outcome of the first round of French Presidential elections, as the vote is considered a test for the future of the European Union. A potential victory … Continue reading

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Market Values Tighten: What’s Next for US Investors?

Ken Taubes is Chief Investment Officer, US. We continue to believe credit sectors offer modest value compared to government securities. Although global yields have risen from their July lows, many short-term non-US developed market sovereign debt continues to trade at … Continue reading

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