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Follow our latest thoughts on investing and on the investment market in general.

EM credit Markets, what’s ahead for 2018

EM credit Markets, what’s ahead for 2018

1. EDITORIAL As highlighted by JP Morgan in one of the latest research pieces, “the main driver of the spread tightening over the past year has arguably been the global demand for higher yielding assets following the record level of QE deployed by the DM...

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Politics & Markets nowadays. Tight Linkages

Politics & Markets nowadays. Tight Linkages

1. EDITORIAL Let’s start this month by telling that within the politics arena, Mr Abe has achieved the super-majority in parliament he had hoped for. Japanese equity has been the place to be this month. We would allow the major Japanese indices to advance another 1-2%...

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