The downgrade by Fitch of the sovereign risk rating of the United States to AA+, the second time this has happened, has put a lid on the market’s risk appetite.
We believe this could be the correcting trigger that we mentioned in our previous newsletter, and is likely to be another good opportunity to add duration in investment grade fixed income.
Policy uncertainty, soft economic data & cracks in the US AI dominance narrative have caused US stocks to…
We are still in the early days of 2025, and year-end projections are already at risk. The narrative…
As we step into a new year, we take this opportunity to share the first part of our…
