The tectonic plates of inflation and recession collided in June with recession winning, at least for now. Economic data continued to underperform, surprising to the downside in general, with central banks continuing or even intensifying their hawkishness.
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
Die EZB erhöhte die Zinsen zum ersten Mal seit elf Jahren, die Gesamtinflation im Vereinigten Königreich erreicht weiterhin historische Höchststände, der italienische Ministerpräsident Mario Draghi tritt zurück und durch Nord Stream 1 fließt wieder etwas Gas.
Markets continue to be buffeted by high levels of volatility driven by shifting fears of recession and inflation. This roller coaster of a month resulted in very diverse financial market performance.
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
Langfristige Anleihen wieder im Aufwind - Jenna Barnard, Co -Head of Strategic Fixed Income, erläutert, weshalb der zyklische Prozess des Teams zur Verwaltung von Anleihenengagements einen Einbruch der Renditen von US-Staatsanleihen im Frühjahr signalisiert.
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
