Insights

Insights

Our in-house team of financial experts and analysts take an in-depth look at how global events are affecting the financial markets and present their forecasts. Updated weekly.

Our in-house team of financial experts and analysts take an in-depth look at how global events are affecting the financial markets and present their forecasts. Updated weekly.

Investment Manager Commentary

30 November 2017

Monthly overview, November 2017

Monthly overview, November 2017

Bond investors enjoyed a fairly calm month in November

with US Treasury yields slightly rising and credit spreads remaining virtually flat.

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31 October 2017

Monthly overview, Oktober 2016

Monthly overview, Oktober 2016

October saw many political events that added to market volatility.

Bonds yielded a modest profit on the back of slightly narrower credit spreads.

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30 September 2017

Monthly overview, September 2017

Monthly overview, September 2017

September saw an increase in the yields of US Treasuries,

which was somewhat set off by the narrowing of EM credit spreads on the back of a significant rise (+10% in September) in oil prices.

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30 September 2017

Market overview, 3Q 2017

Market overview, 3Q 2017

Q3 2017 saw a strong risk appetite on the back of rising oil prices

which gained 20% quarter-on-quarter. Cash inflows into EM funds have set new record highs in the last five years.

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