February 28, 2021

Both, equities and fixed income finished an unsettled week, as all eyes were on interest rates. Bonds were bleeding across the spectrum and bond volatility spiked to the highest level since April, which eventually spilled over to all asset classes. Yields are marching up from their historical lows, over the last two months, or better …

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February 14, 2021

Major global indices finished modestly positive, last week, amid strong earnings, optimism about fiscal stimulus and some sound structure around vaccine distribution. The hot topic in the market, for now, is inflation. Investors are mainly concerned about how inflation will affect sectors and the bullish market. Last week inflation data was quite depressing and U.S. …

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February 07, 2021

What a difference a week makes! Last week, major global indices posted their best weekly gain since November, amid investors' optimism over fiscal stimulus and progress on vaccine distribution Just a week before, some speculated that GameStop mania which sparked market pull back, was a signal of a broader market bubble We did not We …

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