Broad risk-off move but no panic
10 Nevember 2026
Increased uncertainty, lower Volatility
8 October 2026
Constructive Markets, Lower Volatility
8 September 2026
Significant shifts beneath seemingly calm markets
13 August 2026
European Convertibles Awaken as Markets Shift Beneath the Surface
15 Juillet 2026
Volatility-Driven Opportunities Amid Resilient Equity Markets
09 Juin 2026
Don't Look Down: Markets Recover, Risks Remain
11 May 2026
Geopolitical Shock and Market Repricing
8 April 2026
Diverging Markets and Sector Rotation: A Case for Structural Convexity
9 March 2026
10 February 2026
09 January 2026
AI, Rates, and Resilience: November in Focus
09 December 2025
Technological Tailwinds and Tactical Adjustments
07 November 2025
Real Assets Rising: When Safe Havens and Risk Assets Rally Together
07 October 2025
Navigating Near-Term Volatility Amid Long-Term Optimism
04 September 2025
Market Gains Amid Resurgence of Corporate Activity and Deal-Making
07 August 2025
Opportunites Amid Diverging Trends
08 July 2025
Equities Surge, Volatility Subsides, and Convertibles Shine
06 June 2025
Volatility Surges, Credit Spreads Widen, and Select Opportunities Emerge
07 May 2025
Resilient Strategies in a Volatile Month
09 April 2025
Geopolitics Takes Centre Stage as Divergence Continues
09 March 2025
Equity Markets Rally as Volatility Eases
Equity Market Divergence Between Europe and the US