Let Powell drive the bus
No one likes backseat drivers, but if they lunge for the steering wheel, you can’t ignore them. That’s the position that US President Donald Trump has repeatedly put Federal Reserve Chair Jerome Powell in when he attacks him for refusing to cut interest rates. Presidents occasionally chirp about Fed policy, but Trump’s tweets go well […]
Global High Yield Credit Engagement* Annual Report, 2024
Turning engagement into meaningful change
A mixed bag
market snapshot
Investieren nach dem „Liberation Day”
Deutsches Transkript Seit dem Liberation Day ist nun fast ein Monat vergangen, und es ist an der Zeit, darüber nachzudenken, was dies bedeutet. Ich schlage vor, die kurzfristigen Konsequenzen und die damit verbundene Volatilität zu ignorieren. Dies ist schwer vorherzusagen. Ich rate auch davon ab, den politischen Aspekt überzubewerten, da die Menschen unterschiedliche Ansichten vertreten. […]
The greenback is singing the blues
The hurly-burly in Washington has the potential to reshape the global political and economic landscape, but will it knock the US dollar from its preeminent perch? Some are viewing the plunge of the dollar index since President Donald Trump’s announcement of tariffs as a sign it will. The argument itself conflates two concepts. One is that the […]
A bunker for the trade war
President Trump’s tariffs have driven market volatility, as measured by the VIX, to levels not seen since the pandemic. Currently, there is a temporary pause on the tariffs (aside from a 10% rate) for every nation except China, but that is not stopping the market from reeling as the world’s two largest economies push tariffs […]
Global SMID Equity Engagement* Annual Report, 2024
Constructive engagement and positive change
Gold soars, capital flows to Europe
market snapshot
ECB cuts rates amid trade war fears
market snapshot
Trump’s tariffs and credit spreads: is the pain over?
(This webinar aired on April 10th 2025) Topics The impact of inflation and interest rate changes on investment strategies. Navigating global policy changes. Strategies for managing global short-term and liquidity markets. For more timely insights, explore the latest Institutional POV. Read More Watch now Listen now Read More Watch now Listen now Read More Watch […]
