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Once downgrade arc digested, fallen angels represent attractive opportunities
Date: 6 March, 2020
Kraft Heinz is one of the largest US issuers downgraded into the high yield segment The company has $30bn of. . . .
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Equities. The coronavirus goes so fast
Date: 28 February, 2020
The financial markets are not (yet) in panic mode with the dazzling spread of the coronavirus. But it is starting. . . .
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Boris blazes, while UK outlook worries
Date: 27 February, 2020
God, politics is fickle The tide has turned well since the fall of 2019. British Prime Minister Johnson is no. . . .
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Bank of Russia admits local real rates are too high
Date: 13 February, 2020
Bank of Russia delivered the expected 25bps key rate cut to 6.0%. The cut was not a huge surprise given. . . .
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Indices follow their consolidation plan
Date: 6 February, 2020
Since mid-January, indices have been in consolidation mode The trigger was the coronavirus and its impact on the Chinese and. . . .
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