INSIGHTS AND DOCUMENTS

UPDATES FROM THE FINANCIAL WORLD

Global View

TURNING TIDE

"Elevated valuation pressures are signaled by asset prices that are high relative to economic fundamentals or historical norms and are often driven by an increased willingness of investors to take on risk. As such, elevated valuation pressures imply a greater possibility of outsized drops in...

Global View

Sell in May and go away?

A little over a year ago, financial markets bottomed out as the world was just beginning its long journey through the pandemic. At that time, everything seemed terrible. Yet, since then, the equity and credit markets have been able to anticipate what would happen with astonishing accuracy,...

Frontier Markets Podcast Series

EPISODE 3 – UGANDA

We would like to introduce you to the third episode of our monthly Frontier Markets Podcasts Series, the focus of this episode is Uganda.

Global View

THE MOMENT OF TRUTH

For several months now, the market has been aware that the coming months are the ones that will be the most insidious for inflation and interest rates.

Global View

HIDDEN VALUE

“It is not the strongest of the species that survives, nor the most intelligent; it is the one most adaptable to change". While there is ample debate as to whether Darwin actually said this phrase or not, its meaning is unquestionably true. And financial markets are no exception.

Frontier Markets Podcast Series

EPISODE 2 – UZBEKISTAN

We would like to introduce you to the second episode of our monthly Frontier Markets Podcasts Series, the focus of this episode is Uzbekistan.

Global View

THE PRISONER’S DILEMMA

Following up on last week’s Global View report about $1.9 trillion stimulus bill signed into law by President Biden last week, we thought it would be appropriate at this time to discuss the conundrum the Fed is facing ahead of this week’s most anticipated meeting.

Market Insight

INFLATION RHAPSODY

We keep hearing about the inflation slowly becoming a mainstream theme. “Slowly” because, we, as the Fixed Income Committee produced our first piece in October ’20, flagging the risk of rising inflation in 2021 driven by the exceptional measures introduced by banks and governments across the...