A vicious cycle to a contagious virus

We’re normally circumspect about the “EM contagion” narrative as it usually ends up being more headline noise than substance, but this time we’re paying closer attention

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Markets Wake Up To Inflation Risk

Inflationary pressures have been building globally and particularly in the US. The rise in breakeven inflation rates over the past two months shows that markets have begun to price this in.

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Volatility pricing … is the rock really so steady

The expression ‘steady as a rock’ is associated with stability, steadfastness and reliability. The kinds of characteristics that fund managers like to co-opt into their firm names. In financial markets uncertainty is always present; it’s just the degree of it that varies.

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