by Atlanti | Oct 5, 2022 | Analysis & Performance, News, USD
September was a challenging month as the macro backdrop continues to be difficult, with notably 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, News, USD
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 | Sep 5, 2022 | Analysis & Performance, EUR, News
June was a very weak month for risk assets, concluding a weak first half of the year. To put this into context, from a total return perspective, subordinated debt had one of its worst months in the last decade. High CPI numbers and hawkish statements from central banks have …
by Atlanti | Sep 5, 2022 | Analysis & Performance, Climate Bond, News
Sentiment deteriorated in August, despite a strong start to the month. Spreads on EUR IG credit widened by 15 basis points (bps) to around 200 bps, edging closer to year-to-date wides of around 220 bps.
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.