by Atlanti | May 25, 2023 | Analysis & Performance, EUR, News
We saw calmer markets in April, following the
strong volatility we experienced in March. The
direction of markets seems to be largely guided
by the upcoming central bank meetings and future
macroeconomic data.
by Atlanti | May 24, 2023 | Analysis & Performance, EUR, News
March was all about banks, following the events regarding US regional banks and CrƩdit Suisse. We believe that these were two very different situations. Moreover, these were two idiosyncratic situations in our view, and we do not believe there should be any read across to European banks and financials.
by Atlanti | Mar 8, 2023 | Analysis & Performance, EUR, News
January was a strong month for risk assets. Spreads on our securities tightened and government bond rates fell during the month, therefore prices on our securities benefitted strongly. All of this was related to the expectations of a softer monetary policy from most major central banks.
by Atlanti | Feb 10, 2023 | Analysis & Performance, EUR, News
January was a strong month for risk assets. Spreads on our securities tightened and government bond rates fell during the month, therefore prices on our securities benefitted strongly. All of this was related to the expectations of a softer monetary policy from most major central banks.
by Atlanti | Jan 30, 2023 | Analysis & Performance, EUR, News
Risk assets continued performing strongly in November, especially following the lower-than-expected US CPI, signalling the potential for the beginning of a Federal Reserve (Fed) pivot. Moreover, some relatively dovish comments following the European Central Bank (ECB) meeting also contributed to the positive sentiment. Subordinated debt prices benefited during the month.
by Atlanti | Dec 7, 2022 | Analysis & Performance, EUR, News
Risk assets continued performing strongly in November, especially following the lower-than-expected US CPI, signalling the potential for the beginning of a Federal Reserve (Fed) pivot. Moreover, some relatively dovish comments following the European Central Bank (ECB) meeting also contributed to the positive sentiment. Subordinated debt prices benefited during the month.