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The forest and the trees

Weekly investor research

29 August 2017

Markets tend to focus on very immediate events and sometimes miss the big picture. The big picture is that the QE trades of the last few years – long Dollar, US stocks and European bonds and short EM – are reversing. Will the next few years in global financial markets offer a mirror image of the performance of the 2010-2015 period?

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Further progress in Ecuador economic reforms and Argentina debt renegotiation.

Weekly investor research

26 May 2020

Ecuador implemented further economic reforms. China withdrew its GDP growth target, but increased the fiscal deficit. Argentina postponed the deadline for debt renegotiations to 02 June. Indonesia kept...

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African finance ministers say support from multilateral organisations should not disrupt access to international capital markets

Weekly investor research

18 May 2020

The finance ministers of 16 African countries requested a 2 year suspension of payments to debt owed to International Financial Institutions (IFIs), but said debt relief should not be conditional upon...

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