by Atlanti | Dec 19, 2023 | Analysis & Performance, News, USD
November was a very strong month for risk assets in general, following some positive macroeconomic data. We seem to be in the gradual disinflation scenario combined with a soft landing. This was taken positively by global markets and also meant that spreads on our securities had tightened.
by Atlanti | Dec 19, 2023 | Analysis & Performance, GBP, News
November was a very strong month for risk assets in general, following some positive macroeconomic data. We seem to be in the gradual disinflation scenario combined with a soft landing. This was taken positively by global markets and also meant that spreads on our securities had tightened.
by Atlanti | Dec 19, 2023 | Analysis & Performance, EUR, News
November was a very strong month for risk assets in general, following some positive macroeconomic data. We seem to be in the gradual disinflation scenario combined with a soft landing. This was taken positively by global markets and also meant that spreads on our securities had tightened.
by Atlanti | Nov 27, 2023 | Analysis & Performance, EUR, News
Volatility on interest rates remained elevated during October. However, the market is starting to believe that we might have reached peak interest rates. Inflation remains too high but has been easing. Spreads on our securities widened during the month, despite the extremely strong credit fundamentals of our companies.
by Atlanti | Nov 27, 2023 | Analysis & Performance, GBP, News
Volatility on interest rates remained elevated during October. However, the market is starting to believe that we might have reached peak interest rates. Inflation remains too high but has been easing. Spreads on our securities widened during the month, despite the extremely strong credit fundamentals of our companies.
by Atlanti | Nov 27, 2023 | Analysis & Performance, News, USD
Volatility on interest rates remained elevated during October. However, the market is starting to believe that we might have reached peak interest rates. Inflation remains too high but has been easing. Spreads on our securities widened during the month, despite the extremely strong credit fundamentals of our companies.
by Atlanti | Oct 10, 2023 | Analysis & Performance, EUR, News
September was once again a month where we saw significant volatility on interest rates, as the higher for longer theme remains very much present. Inflation has been easing, but it remains too high for central banks and macroeconomic data remains resilient. Higher oil prices also contributed to higher interest rates. Spreads on our securities widened slightly during the month.
by Atlanti | Oct 10, 2023 | Analysis & Performance, GBP, News
September was once again a month where we saw significant volatility on interest rates, as the higher for longer theme remains very much present. Inflation has been easing, but it remains too high for central banks and macroeconomic data remains resilient. Higher oil prices also contributed to higher interest rates. Spreads on our securities widened slightly during the month.
by Atlanti | Oct 10, 2023 | Analysis & Performance, News, USD
 September was once again a month where we saw significant volatility on interest rates, as the higher for longer theme remains very much present. Inflation has been easing, but it remains too high for central banks and macroeconomic data remains resilient. Higher oil prices also contributed to higher interest rates. Spreads on our securities widened slightly during the month.
by wp-admin | Oct 10, 2023 | Analysis & Performance, EUR, News
The month of August was softer for our securities. Inflation continues going down but remains too high for the central banks. Spreads on the subordinated debt of financials widened during the month and remain at very wide levels.