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.
by Atlanti | Sep 5, 2022 | Analysis & Performance, GBP, News
August was a month of two halves. The month began strongly, and this strength was extended following the lower-than-expected US CPI data. During the second part of August, we saw prices of risk assets fall.
by Atlanti | Aug 5, 2022 | Analysis & Performance, GBP, News
July was a stronger month for both risk assets and subordinated debt. However, this is only a small rebound versus the moves we have seen year-to-date. Spreads remain wide and attractive, in our view.