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

170 publicaciones disponibles

Iggo's insight

Hoping to give thanks

Markets want to trade with cyclical hope but we might be back in a wait-and-see regime for a few weeks.

Iggo's insight

Say goodbye, say hello

It seems we might have reached the point when it is reasonable to expect that growth will extend beyond online shopping, communications, payments systems and distribution businesses.

Iggo's insight

And the winner is....

It’s been a fascinating US election so far, as we all thought it would be. Fears of a presidential meltdown at the prospect of losing appear to be materialising before our eyes.

Iggo's insight

The trade-off

Comparedto the spring we have higher economic activity today even with much higher coronavirus cases.

Iggo's insight

Go for growth

The economy always plays a role in how people vote. Prior to the coronavirus crisis, the economy had performed well under Trump.

Iggo's insight

Second lock

The increased number of positive COVID-19 cases across Europe has led to some restrictions on social mobility being re-imposed.

Iggo's insight

No V in earnings

Social distancing seems to be affecting the ability of Premier League defenders to defend. Governments are closing bars and restaurants.

Iggo's insight

Covid hits WH

The symbolism of President Trump testing positive for coronavirus will not be lost on market participants and economists.

Iggo's insight

Six months home

The last six months have seen amazing returns from financial markets.