by wp-admin | Aug 29, 2023 | Analysis & Performance, GBP, News
Sentiment was strong in July. The theme of disinflation coupled with a soft landing made a comeback during the month. This was partially linked to the lower-than-expected inflation prints that we saw within the US and the UK. This meant that we saw spreads in general tighten, and more so within subordinated financial debt, to the benefit of securities we hold.
by wp-admin | Aug 29, 2023 | Analysis & Performance, EUR, News
Sentiment was strong in July. The theme of disinflation coupled with a soft landing made a comeback during the month. This was partially linked to the lower-than-expected inflation prints that we saw within the US and the UK. This meant that we saw spreads in general tighten, and more so within subordinated financial debt, to the benefit of securities we hold.
by Atlanti | Aug 9, 2023 | Analysis & Performance, Climate Bond, News
Market backdrop sentiment improved in June, particularly over the first half of the month following the US debt ceiling resolution. Spreads on EUR IG corporates were circa 8 bps tighter on the month to 162 bps. Away from the US debt ceiling story, the focus remained on central banks and inflation.
by Atlanti | Aug 9, 2023 | Analysis & Performance, News, USD
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, 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.