Ahead of the Curve

Market Views Equity Financials

Ahead of the Curve | Friday, 25th June 2021

Curve flattening post hawkish Fed meeting – but fundamentals to point to higher yields.There was a powerful move in global...

25 June 2021

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Market Views Equity Financials

Ahead of the Curve | Friday, 11th June 2021

Inflation surging in the US on the back of labor shortages – with rates market shrugging off for now.In the...

11 June 2021

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Market Views Equity Financials

Ahead of the Curve | Friday, 28th May 2021

European banks – another strong quarter supports continued share outperformance.European bank earnings season is now complete – and it is...

28 May 2021

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Market Views Equity Financials

Ahead of the Curve | Friday, 7th May 2021

Strong start to earnings season – European banks beating once again EU Recovery Fund nearing implementation – Euro bond issuance...

7 May 2021

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Market Views Equity Financials

Ahead of the Curve | Friday, 23rd April 2021

Strong start to earnings season – US banks already reversing loan loss provisionsUS bank earnings are off to a strong...

23 April 2021

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Market Views Equity Financials

Ahead of the Curve | Friday, 9th April 2021

Webinar on Outlook for Financials.Please join us on 13th April at 14:30 BST for a webinar with Mark Conrad (Portfolio...

9 April 2021

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Market Views Equity Financials

Ahead of the Curve | Friday, 26th March 2021

Investment banking remains on fire – Very strong start to 2021.Amidst all the attention on rising rates in the past...

26 March 2021

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Market Views Equity Global Equity

Ahead of the Curve | Inflation, Interest Rates, and the Global Financial Sector

The vaccine rollout is gathering pace in both the US and UK, with continental Europe running two to three months...

23 March 2021

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Market Views Equity Financials

Ahead of the curve | Friday, 12th March

Regime shift underway – Persistent bid for financials since Blue Wave.After four consecutive years of underperformance, Financials have started 2021...

12 March 2021

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Market Views Equity Financials

Ahead of the curve | Friday, 26th February

News from financial equity. Global interest rates on the rise.It started with rising inflation expectations, but real interest rates are...

26 February 2021

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Market Views Equity Financials

Ahead of the curve | Friday, 12th February 2021

News from financial equity. Reflation Picking up Steam.With yield curves at the steepest levels in 4 years and inflation breakevens...

12 February 2021

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