Boletín semanal con la opinión de nuestro CIO de Renta Fija, Chris Iggo, sobre el mercado de Renta Fija.

181 publicaciones disponibles

Iggo's insight

Risk, return, repeat

Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.

Iggo's insight

Phase over?

Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.

Iggo's insight

Chips with everything

What happens to long-term yields is hugely important to fixed income investors, asset-liability managers and asset valuations in general.

Iggo's insight

Sol y Viento

Oil prices have risen significantly over the last year but only after collapsing in the first quarter of 2020.

Iggo's insight

GME Theory

Retail money is having more of an influence on stock market trading these days, because there is so much of it.

Iggo's insight

Persistence

Most investors acknowledge that markets are at high valuations although there is active debate as to whether this is a sign of impending reversal. I think not.

Iggo's insight

Old favourites

Some old favourite themes have been in focus this week as we took a breather from events in Washington.

Iggo's insight

Roaring twenties

I hope you were able to stay safe and enjoy the holidays and I wish you a very happy and prosperous 2021.

Iggo's insight
10 minute read

Risk premium repression

In 2021 the pandemic should be over, Trump will be gone and Brexit done. But one thing will still be with us and that is the overwhelming influence of monetary policy over financial markets