by Atlanti | Jun 16, 2025 | Analysis & Performance, GBP, News
April was a very volatile month following President Trump’s ‘Liberation Day’ tariff announcements. Global equity markets, government bonds and foreign exchange were significantly affected by these announcements.
by wp-admin | May 15, 2025 | Analysis & Performance, GBP, News
April was a very volatile month following President Trump’s ‘Liberation Day’ tariff announcements. Global equity markets, government bonds and foreign exchange were significantly affected by these announcements.
by wp-admin | Apr 15, 2025 | Analysis & Performance, GBP, News
Sentiment was weaker in March, as the trade war continued to be in focus with markets awaiting the 2 April tariff announcements. Equity markets, particularly in the US, were significantly affected by the potential tariffs. This was less the case for the bond market, although credit spreads did widen during the month.
by wp-admin | Mar 15, 2025 | Analysis & Performance, GBP, News
Sentiment was mixed in February, as credit spreads in general finished the month at relatively similar levels. Following the postponement of the Canada and Mexico tariffs proposed by President Trump, spreads tightened during the first part of the month. However, spreads subsequently widened as geopolitical tensions, notably related to tariffs, weighed on markets.
by wp-admin | Feb 14, 2025 | Analysis & Performance, GBP, News
Subordinated debt markets were strong in January despite volatility in interest rates. Strong US employment numbers initially put pressure on interest rates.
by wp-admin | Dec 30, 2024 | Analysis & Performance, GBP, News
Subordinated debt markets were fairly strong in December, despite a large rise in interest rates on both sides of the pond.