Bernard Swords, Chief Investment Officer, and Elizabeth Geoghegan, Head of Fixed Income Strategy
Earnings season, eurozone PMI data and FOMC and ECB minutes were in focus last week. How did markets react - and what does it mean for our positioning?
Sebastian Orsi, Senior Research Analyst, and Elizabeth Geoghegan, Head of Fixed Income Strategy
Why are US banks outperforming? How did fixed income markets fare in January - and what dot the recent moves mean for our fixed income view?
Bernard Swords, Chief Investment Officer, and Elizabeth Geoghegan, Head of Fixed Income Strategy
How did markets react to Christine Lagarde’s comments after the ECB meeting last week? With earnings season in full swing, how is it impacting equity markets?