INSIGHTS

Fiorino: bond themes and late-cycle mood music: as rates go up-tempo, markets rotate As global economies emerge from the Covid-19 doldrums, bond markets could be tiring. But late-stage fixed income dynamics can also play out well for astute investors. Fiorino conducts a brief enquiry. 19/03/2021 - Filippo Alloatti

Bank bonds and the uncertainty principle: why financial analysts must look outside the box Understanding financial institution fixed income securities requires analysis that stretches across traditional boundaries of knowledge. 10/02/2021 - Filippo Alloatti

Found in space: how markets could make contact with reality in 2021 This month, Fiorino looks to the stars for an alien-eye view of Earthly financial conditions... 15/01/2021 - Filippo Alloatti

Debt deliveries: US consumers bat on in fading light The US consumer has long been in the top order of the global economy but the days of debt-fuelled hit-outs could soon be over. 10/12/2020 - Filippo Alloatti

From Buddha to Bagehot: how global banks are keeping the liquidity flowing If liquidity is the ineffable essence of being for banks, its absence presents an existential threat. 28/10/2020 - Filippo Alloatti