by Atlanti | Feb 8, 2024 | Analysis & Performance, Climate Bond, News
Credit markets ended the month in the green, with spreads on eurozone (EUR) investment grade (IG) corporates tightened by 8 bps to 129 bps. Markets have remained fairly complacent in the face of mixed macro data and hawkish narrative from central banks, focusing on disinflationary trends and a soft landing scenario.
by Atlanti | Feb 8, 2024 | Analysis & Performance, EUR, News
January was a relatively good month for our securities, despite the slight increase in interest rates at the beginning of the month. Following central banks’ announcements, market participants have been reviewing their assumptions regarding the timing of rate cuts, but the direction remains the same and the outlook remains positive and constructive ie, a gradual disinflationary scenario combined with a soft or no landing.
by Atlanti | Feb 8, 2024 | Analysis & Performance, GBP, News
January was a relatively good month for our securities, despite the slight increase in interest rates at the beginning of the month. Following central banks’ announcements, market participants have been reviewing their assumptions regarding the timing of rate cuts, but the direction remains the same and the outlook remains positive and constructive ie, a gradual disinflationary scenario combined with a soft or no landing.
by Atlanti | Feb 8, 2024 | Analysis & Performance, News, USD
January was a relatively good month for our securities, despite the slight increase in interest rates at the beginning of the month. Following central banks’ announcements, market participants have been reviewing their assumptions regarding the timing of rate cuts, but the direction remains the same and the outlook remains positive and constructive ie, a gradual disinflationary scenario combined with a soft or no landing.
by Atlanti | Jan 19, 2024 | Analysis & Performance, EUR, News
Like November, December was a very strong month for risk assets. This came following some positive macroeconomic data and the Fed’s dovish comments that seemed to pave the way for a gradual disinflation scenario combined with a soft or no landing.
by Atlanti | Jan 19, 2024 | Analysis & Performance, GBP, News
Like November, December was a very strong month for risk assets. This came following some positive macroeconomic data and the Fed’s dovish comments that seemed to pave the way for a gradual disinflation scenario combined with a soft or no landing.