Note with comments and charts that provides updates to current open investment themes:
US - Outright duration
Japan - Yen view
France - Valuation of OATs
Sweden - Curve trends
UK - Curve and cross market spread
USD v EUR - fixed income spreads
AUD v CAD - fixed income spread
Research content: There is surely a huge gulf between the market’s expectations for the future, derived from recent political policies...
A projection of the US's Government Deficit and Debt should there be a repeat of the policies enacted by Trump in his first term (which...
Brief note post US election highlighting how global fiscal profligacy would eventually impact asset prices. Research that demonstrates...
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