by Atlanti | Oct 5, 2024 | Analysis & Performance, News, USD
September was a positive month for fixed income, as we saw the Federal Reserve cut interest rates by 50 basis points (bps) and the European Central Bank cut by 25 bps.
by Atlanti | Oct 5, 2024 | Analysis & Performance, GBP, News
September was a positive month for fixed income, as we saw the Federal Reserve cut interest rates by 50 basis points (bps) and the European Central Bank cut by 25 bps.
by Atlanti | Oct 5, 2024 | Analysis & Performance, EUR, News
September was a positive month for fixed income, as we saw the Federal Reserve cut interest rates by 50 basis points (bps) and the European Central Bank cut by 25 bps.
by Atlanti | Mar 15, 2024 | Analysis & Performance, News, USD
February was a relatively stable month for our securities, despite the increase in interest rates. Spreads on our securities tightened slightly during the month. The macroeconomic data has meant that market participants have been revising their assumptions on the number of rate cuts in 2024 downwards. However, the outlook remains constructive, i.e. a gradual disinflationary scenario combined with a soft or no landing. Spreads on subordinated debt of financials remain wide, especially on a relative basis. As such we believe that there is more upside in terms of capital appreciation, in addition to the high income we are receiving.
by Atlanti | Mar 15, 2024 | Analysis & Performance, GBP, News
February was a relatively stable month for our securities, despite the increase in interest rates. Spreads on our securities tightened slightly during the month. The macroeconomic data has meant that market participants have been revising their assumptions on the number of rate cuts in 2024 downwards. However, the outlook remains constructive, i.e. a gradual disinflationary scenario combined with a soft or no landing. Spreads on subordinated debt of financials remain wide, especially on a relative basis. As such we believe that there is more upside in terms of capital appreciation, in addition to the high income we are receiving.