Navigating the U.S. Presidential Election 2024 (Invesco)
2024 is an election year in the US, and ritual obliges that we offer our views on the global economy and global…
Fixed Income and Treasury
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Q4 2024 Credit Outlook: Glimmers of Light, Shadows of Doubt (Man Group)
Markets responded positively to the Fed rate cut, but uncertainty persists.
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The “Sharpe” Point of Securities Lending (State Street)
We evaluate the diversification properties and risk-adjusted performance of securities lending.
The Yield Curve Impact of Government Debt Issuance Surprises and the Implications for QT (Bank of England)
We analyse the market reaction of yields to UK government debt auction announcements to quantify the potential…
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