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Equity sell-off: Bear beginnings or necessary correction?
investment viewpoints

Equity sell-off: Bear beginnings or necessary correction?

  • Inflation is, to us, the sleeping giant threatening to derail “Goldilocks”
  • An equity market correction  is unsurprising after a period of exuberance, but technical factors exacerbated the move
  • Macro fundamentals remain supportive for equities, but investors to beware of the return of volatility
  • We favour European and emerging markets equities; remain negative duration risk 

In the first year of his presidency, Donald Trump has been less aggressive on trade than expected, especially considering his rhetoric during the campaign.

global perspectives

Draghi’s Euro push back has no bite

As we expected, the ECB kept its statement unchanged alongside no change in policy

Inflation risks rise as US economic slack erodes
global perspectives

Inflation risks rise as US economic slack erodes

In recent years, policymakers in many countries have been puzzled that inflation and wage growth have remained weak despite low unemployment. 

Lombard Odier Investment Managers completes its first blockchain bond trade

The Insurance Linked Strategies (ILS) team at Lombard Odier Investment Managers (‘Lombard Odier IM’) has completed its first bond transaction using blockchain, the immutable ledger for recording transactions. The team’s purchase of catastrophe bonds is believed to be among the first secondary market transaction completed on blockchain. 

global perspectives

2018 Outlook: Big Bang or Steady State?

In 2018 central banks across the globe will begin to withdraw the multi-trillion dollar support they have been injecting into economies for the past decade. How will economies and financial markets fare? 

investment viewpoints

Market update: Is South Africa losing sight of true north?

Fundamental Fixed Income
Market update: is South Africa losing sight of true north?

No surprises from the ECB
global perspectives

No surprises from the ECB

As was widely expected, the European Central Bank has kept its monetary policy unchanged, both in terms of the level of interest rates and the pace of the Asset Purchase Programme (APP). The ECB also reiterated the flexibility of its policy saying that “the Governing Council stands ready to increase the APP in terms of size and/or duration,” if needed

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