INSIGHTS AND DOCUMENTS

UPDATES FROM THE FINANCIAL WORLD

Market Insight

LONG LIVE THE SPREAD

Liquidity is the one single world to explain what is going on in the markets. Too much liquidity enriching valuations of every asset class is the one thing all could think about. Lot of criticism is circulating around this “abundance of liquidity” – they call it “bubble” – but one subject will...

Global View

Carrying on

August 2021 has long been feared as the riskiest month for financial markets, not only due to seasonal factors but also and foremost for the annual central banks symposium in Jackson Hole, typically known for Fed to announce to the market any relevant changes regarding the way it conducts its...

Frontier Markets Podcast Series

EPISODE 6 – ECUADOR

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

Monthly Frontier Markets Report

STRATEGY PROFILE - JULY

Global View

NO CHANGE IN SIGHT

Together with the reporting season, the meetings of the ECB and the Federal Reserve were the main events of the last two weeks. After Lagarde's surprise announcement a month ago that the monetary policy strategy review had been completed, all eyes were on the ECB meeting to understand if and how...

Global View

HOW BAD IS BAD?

Contrary to what normally happens, governments and central banks have recently stressed how things could take a turn for the worse in the near future. In particular, governments worldwide have put a lot of emphasis on the Delta variant’s spread, while Mr. Powell pointed out that the economy could...

Monthly Frontier Markets Report

STRATEGY PROFILE - JUNE

Global View

FLUSH WITH CASH

Financial markets ended the second quarter with a substantial rally especially in the asset classes and market segments that lagged the most in previous months: the growth stocks in the US and the government bonds (rising prices, falling rates) in fixed income markets.