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Rising inflation could signal an eventual change to a monetary policy regime that for many years has burdened the banking sector with negative rates and flat yield curves.
Daniel Dolan and Roger McEniry, portfolio managers of the OYSTER US Core Plus fund, share three pillars to navigate credit markets in 2021.
The chief investment officer Guy Wagner from BLI- Banque de Luxembourg Investments walks you through several rotations that have been observed within the equity markets.
It feels like 2020 was the year where regulators acted with pragmatism over theory and the turnaround has perhaps been greatest in the regulatory approach now taken towards M&A within the European banking sector.
The financial markets have a clear memory of the decisive role he played, as President of the ECB, in autumn 2011, when the Quantitative Easing (“QE”) immediately turned off the alarm on Italian Government Bonds.
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