Institutional Asset Management News and Insights

“Higher for longer”: A warning or the new reality?

“Higher for longer”: A warning or the new reality?

The Federal Reserve Chairman has been relentless in recent weeks, banging the drum for “higher for longer” interest rate policy. This has begun to undermine the Treasury market despite generally supportive economic data including better Personal Consumption...

ANDPAPERS Q4 2023 | HIGHER FOR LONGER

ANDPAPERS Q4 2023 | HIGHER FOR LONGER

Q3 has put the optimism that drove the rally in the first half of the year to the test, especially regarding the expectation that the US Federal Reserve (Fed) would soon move to cut interest rates. Indeed, the resilience of the US economy seems to have led to a...

THESEUS, THE LABYRINTH AND THE MINOTAUR

THESEUS, THE LABYRINTH AND THE MINOTAUR

Insurance strategic asset allocation, a tool to navigate the investment labyrinth Investment markets are a labyrinth We have explored some interesting themes in our journey through Greek mythology (multi-faceted risk, active vs passive for insurance, duration vs...

ANDPAPERS Q3 2023 | ARE WE CLOSER TO AN INFLECTION POINT?

ANDPAPERS Q3 2023 | ARE WE CLOSER TO AN INFLECTION POINT?

In the last 12 months, financial conditions have tightened to an unprecedented degree, including a rise in the Fed Funds rate from 1% to 5%. But the lack of damage to the financial system is surprising with the total sum of financial failures limited to just one large...

THE DEBRIEF | Q3 2023

THE DEBRIEF | Q3 2023

We invite you to sit down with our Chief Investment Officer, Pau Morilla Giner, and Head of the Private Investment Office, Iain Tait, as they debrief on the last quarter and look ahead to potential market trends for Q3 2023. They examine the geo-political shifts,...

Note from the CIO 15.06.2023

Note from the CIO 15.06.2023

UK government bonds have seen the largest selloff since October’s “mini budget” crisis, with 2-year gilts hitting a peak of 4.9% yesterday (highest since 2008). THIS IS NOT A REPEAT OF OCTOBER MOVES A big question is if this is a repeat to what we saw in October,...