by Atlanti | Mar 8, 2023 | Analysis & Performance, GBP, 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, GBP, 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, GBP, 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, GBP, 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 | Nov 5, 2022 | Analysis & Performance, GBP, News
October was a better month for risk assets, notably subordinated debt which performed strongly. Softening gas and energy prices, coupled with the latest developments in the UK, as well as a more dovish tone by the European Central Bank (ECB) all helped the sentiment at the end of the month.
by Atlanti | Oct 5, 2022 | Analysis & Performance, GBP, News
September was a challenging month as the macro backdrop continues to be difficult, notably with concerns regarding inflation, the potential for a hard landing, the energy crisis and events in the UK following the appointment of the new prime minister.