Portfolio Watch: The outlook is brightening into October
Everything is about the ongoing rally in Chinese equities at the moment, with China now being the best yielding country in the world in equity...
1.6k Views
Portfolio Watch: A hawkish 50bp cut marking the bottom?
Happy Friday from Copenhagen!We haven’t had the best week, but we are thankfully still doing well in trades trending in a cutting cycle, such as...
411 Views
Portfolio Watch: Buy Bonds, Wear Diamonds (or Gold)?
We’ve generally experienced a “softer” September than anticipated in terms of interest rates. The typical September issuance seasonality takes a...
416 Views
Portfolio Watch: Cracks are appearing in the lagging cycle
Happy Friday!It’s been a decent week in the markets despite a choppy macro outlook, with indicators pointing in diverging directions. Live...
380 Views
Portfolio Watch – What can we trade in this weak labor environment?
What a crazy day (week), starting August off with a somewhat disastrous NFP report. Private sector jobs are trending down, government payrolls are...
1.2k Views