by Atlanti | Aug 9, 2023 | Analysis & Performance, GBP, News
Markets in June were characterised by the higher interest rates for longer theme following a number of macroeconomic data releases. As such, we saw some strong moves upwards in government bond rates, most notably among short-dated rates as seen in the two-year rates moves.
by Atlanti | Aug 9, 2023 | Analysis & Performance, EUR, News
Markets in June were characterised by the higher interest rates for longer theme following a number of macroeconomic data releases. As such, we saw some strong moves upwards in government bond rates, most notably among short-dated rates as seen in the two-year rates moves.
by Atlanti | May 25, 2023 | Analysis & Performance, GBP, News
We saw calmer markets in April, following the
strong volatility we experienced in March. The
direction of markets seems to be largely guided
by the upcoming central bank meetings and future
macroeconomic data.
by Atlanti | May 25, 2023 | Analysis & Performance, News, USD
We saw calmer markets in April, following the
strong volatility we experienced in March. The
direction of markets seems to be largely guided
by the upcoming central bank meetings and future
macroeconomic data.
by Atlanti | May 25, 2023 | Analysis & Performance, EUR, News
We saw calmer markets in April, following the
strong volatility we experienced in March. The
direction of markets seems to be largely guided
by the upcoming central bank meetings and future
macroeconomic data.
by Atlanti | May 24, 2023 | Analysis & Performance, EUR, News
March was all about banks, following the events regarding US regional banks and Crédit Suisse. We believe that these were two very different situations. Moreover, these were two idiosyncratic situations in our view, and we do not believe there should be any read across to European banks and financials.