Category Archives: Industry Insights

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

1. Eurobonds – Myth or Reality? The whole topic of Eurobonds has gradually been appearing on the investment horizon in Europe again, having been discretely consigned to the basement for some time now. The concept is probably familiar to many … Continue reading

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The Fed: Making Good on its Goal of Normalizing Rates

Ken Taubes is Chief Investment Officer, US. The Tug of War Between the Markets and the Fed Continues: Will the Fed Prevail this Time? With the path of future rate hikes, the tapering of the Federal Reserve’s (Fed’s) balance sheet, … Continue reading

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The Lake Wobegon Daze

Lake Wobegon is a fictional town created by American writer Garrison Keillor. It is a place  where “all the women are strong, all the men are good looking, and all the children are above average”.  The term has come to … Continue reading

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

1. UK Election – Dis-May in the UK Well, that didn’t go to plan, did it? Football pundit Gary Lineker said that UK Prime Minister Theresa May “had won own goal of the season”, whilst ex-Chancellor of the Exchequer (and … Continue reading

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5 Key Take-Aways from Today’s ECB Meeting

“Wings of a Dove” 1. Rates are not going any lower Finally, finally, the ECB removed their reference to lower rates in the opening statement. The omission of two small words – “or lower” – from the second line of … Continue reading

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