Insights Tema
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Fixed Income Boutique
Fixed Income Quarterly
Each quarter, our experts from the Fixed Income Boutique deliver actionable insights to help you make sense of the global fixed income universe. They uncover key risks, opportunities, and trends.
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Flash Fixed Income
Taking inspiration from the “flash” economic indicators that offer markets a preview of the final numbers, Flash Fixed Income is a monthly outlook that keeps investors ahead of the curve by dissecting the major trends across the global bond markets.
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Iran, energy shocks and the inflation challenge
As the US-Israeli military operation in Iran enters its fourth day, markets are continuing to react to rhetoric from both sides and attempting to gauge how long the conflict may last and what the impact will be on the local and global economies.
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What the bear case on AI is missing
We have had an eventful few weeks of AI-driven volatility in markets, with markets seemingly swinging from “everyone’s a winner” to “everyone’s a loser” faster than technological progress itself.
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Flash Renta Fija: IA y la caída de las acciones de software
En las últimas semanas, la atención del mercado ha pasado del gasto de los hiperescaladores al riesgo que la inteligencia artificial podría suponer para numerosas empresas de software como servicio (SaaS).
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FX volatility running high
Foreign exchange markets have taken centre stage again in recent weeks. President Trump’s apparent indifference to the relatively steep dollar depreciation trend of late has raised a few eyebrows and added fuel to the dollar fire.
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Capeando los riesgos de 2026 con crédito de corta duración
2026 ya se perfila como otro año volátil para la geopolítica, las economías y los mercados. Pero un activo destaca como principal beneficiario del contexto actual.
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Webinar replay: The Federal Reserve explained
Recent developments involving Federal Reserve (Fed) Chair Jerome Powell have raised fresh questions around central bank independence, the politicisation of monetary policy, and the future of Fed leadership, particularly with his term as Chair due to expire in May 2026.
