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Weekly Bond Bulletin Traction in emerging markets 4 June 2020

Emerging market currencies (EM FX) have been gaining momentum while the US dollar has faded. Can...

By GFICC Investors
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Weekly Bond Bulletin Balancing act 28 May 2020

Investors must balance significant economic and political risks against the ongoing policy...

By GFICC Investors
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Weekly Bond Bulletin Patience is a virtue 21 May 2020

The risk asset rally does not appear to have differentiated sufficiently between issuers coping...

By GFICC Investors
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Weekly Bond Bulletin Front running the Fed 14 May 2020

Following the turmoil for risk assets at the height of the pandemic-driven uncertainty, US high...

By GFICC Investors
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Weekly Bond Bulletin Assessing the path out of lockdown 7 May 2020

With spread sectors currently looking close to fair value in the context of strong monetary policy...

By GFICC Investors
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Weekly Bond Bulletin European periphery on the brink 30 April 2020

Although markets generally have enjoyed a relief rally over the past six weeks, certain parts of...

By GFICC Investors
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