Implications of the US Federal Reserve’s June 16 announcement

Implications of the US Federal Reserve’s June 16 announcement

🕔11:58, 5.Jul 2021

Below is a brief recap of the views of Tim Ng and Tom Hollenberg, fixed income portfolio managers and members of Capital’s interest rates team, regarding the Fed’s announcement on 16th June. Fed officials projected two interest rate increases by

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Outlook: Stay the Course!

Outlook: Stay the Course!

🕔11:40, 5.Jul 2021

The first half of 2021 has been positive for risky assets, supported by the successful vaccine roll out and the reopening of major economies. While the COVID pandemic should remain a health issue for the world population during the coming

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Waiting for the summer

Waiting for the summer

🕔11:36, 5.Jul 2021

As economies reopen, stronger economic data demonstrates that the cyclical recovery is progressing well. Signs of an intensifying spread of the Delta variant of Covid-19 are, however, raising questions about the outlook. Worldwide new Covid-19 cases have now plateaued at

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Podcast: Vaccine Exports Set to Pick Up Dramatically

Podcast: Vaccine Exports Set to Pick Up Dramatically

🕔11:01, 5.Jul 2021

Flash update: In recent months, we’ve received several questions around the vaccination progress in emerging markets (or lack thereof), and in particular, the progress in frontier markets. For this piece, we hone in on Africa as it makes up over

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Mid-Year Outlook: US Fixed Income – June 2021

Mid-Year Outlook: US Fixed Income – June 2021

🕔10:45, 5.Jul 2021

Fundamentals have continued to recover alongside vaccination efforts and reduced Covid restrictions, as well as fiscal and monetary accommodation driving increased general economic activity. We expect these factors …

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