Senior Portfolio Strategist, Antonio Del Favero on Bloomberg Surveillance
10th May 2018
Earlier this week (Wednesday 9 May), Senior Portfolio Manager at Rubrics, Antonio Del Favero featured on Bloomberg Surveillance with Francine Lacqua. Up for discussion was the increasing political risk and its effects on the markets, and the current less synchronised world growth. Watch part one of the discussion focussing on Trump’s decision to withdraw US […] more
Where to next?
16th April 2018
Bond markets are usually a reliable gauge of what’s really going on in the world. The recent flattening of the yield curve is indicating to many that global central banks have failed in their stated objective of reviving inflation. A spectacular failure in many ways given the addition of $22 trillion in global QE coupled […] more
Populism or Protectionism
15th March 2018
After being rudely awoken from their slumber in early February, risk assets have been in consolidation mode. Assuredly, there is plenty for the markets to get their collective ‘heads’ around. The prospect of higher rates in the US, reinforced by a Fed Chair seemingly willing to follow through on rate hikes, the spectre of quantitative […] more
Checking the pulse of Corporate Credit
6th March 2018
While the short-term focus of the markets has recently been on the outcome of the Italian Election, and the proposed Steel and Aluminium Tariffs by President Donald Trump; we note some interesting activity in the Corporate Credit space. Return of the mega-deal? The strong economic backdrop, robust earnings and cheap financing has boosted the confidence […] more
Rubrics Asset Management Picks Up Two Raging Bull Awards
12th February 2018
Rubrics Asset Management is delighted to announce that it came first in two categories at the recent Raging Bull Awards in South Africa, which celebrates the top performing international unit trust funds across a range of sectors and acknowledges the best-performing... more
Euro new issue appetite insatiable despite central bank tightening bias
29th January 2018
While Mario Draghi, Davos and Trump dominated headlines last week. It was the pricing in the European New issue market which caught the attention of our Credit Team… New issues that priced last week highlighted the immense strength of the European Credit market... more
An introduction to our macro and portfolio strategy
18th January 2018
Senior Portfolio Strategist Antonio Del Favero gives a brief introduction to Rubrics Asset Management’s macro and portfolio strategy. View presentation > View video (originally filmed on 13 December 2017) > more
Rubrics Asset Management wins Best Boutique Investment Manager 2018 Award
17th January 2018
Rubrics Asset Management Ltd has won, for the second year in a row, the Best Innovative Fixed Income Strategies 2018 & Best Irish Emerging Markets UCITS Fund (1 Year): Rubrics Emerging Markets Fixed Income UCITS Fund at the sixth annual Hedge Fund Awards. more
Eat Drink and be Merry, for Tomorrow…
12th January 2018
Unexpectedly bullish 2017 represented a remarkable year in many respects. Most notably for the complete absence of volatility. Stepping back 12 months, few would have foreseen such a bullish year for asset prices, particularly when considering the seismic nature of 2016. At that point, looking ahead, the road seemed decidedly rocky. On the political front […] more
Dampening the Fires of Euphoria
12th December 2017
It’s the most wonderful time of the year…..that is, when the Sell Side release their forecasts for 2018. A cursory glance across Street estimates has 2018 US GDP comfortably above 2.5%. When coupled with tame inflation and low rates, it is no wonder the so called investor wall of worry is crumbling in front of our eyes as we head into 2018. more
