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EM by EM #38: Inflation returning with a vengeance?

EM by EM #38: Inflation returning with a vengeance?

As the US CPI is set to maintain its resilience, several sectors are contending with margin pressure due to the slower decline in costs. In the world of emerging markets, the soft landing appears to be losing steam, running on fumes. Meanwhile, finance ministers are once again in the limelight as 2024 unfolds as a pivotal election year globally

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Portfolio Watch: Aboard the train but starring at the emergency exit

Portfolio Watch: November Bear Market Rally?

A mixed week for us with duration performing, but our equity spreads have taken a beating along with our 1 naked short. We booked some profits and added further exposure in Fixed income. Read below for our full take on the week and how we see the market in coming weeks

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Positioning Watch: Shifting Gears without Panic

Positioning Watch: Shifting Gears without Panic

A volatile week with plenty on the plate for investors. Biden’s push for war funding while Capitol Hill remains in gridlock. How are the bets stacking up? Dive into our weekly positioning watch below to find out

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