Credit Market Overview
2nd November 2021
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE. For more information please contact Rubrics Asset Management. info@rubricsam.com. more
A Tale of Two Crises
1st November 2021
While similarities exist between the nature of the 2008 and 2020 crises, it is the major differences between the two in respect of policy response which will drive the economic, political and financial market backdrop over the next cycle. CLICK HERE TO READ THE FULL ARTICLE. For more information please contact Rubrics Asset Management. info@rubricsam.com. more
Credit Market Overview
4th October 2021
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE. For more information please contact Rubrics Asset Management. info@rubricsam.com. more
End of Empire?
7th September 2021
Recent US withdrawal from Afghanistan has caused a rethink of American global hegemony More worrying are the striking similarities between the impossible nature of US objectives in Afghanistan and the steadfast adherence of the Fed (and others) to ineffective policy tools in pursuit of equally unattainable outcomes Inflation can pile pressure on the Fed via […] more
Credit Market Overview
2nd September 2021
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE. For more information please contact Rubrics Asset Management. info@rubricsam.com. more
Credit Market Overview
3rd August 2021
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE. For more information please contact Rubrics Asset Management. info@rubricsam.com. more
Decision Time
28th July 2021
Central Bank Quantitative Easing has led to increased wealth inequality and other problems The costs of QE now outweigh the benefits, but the policy continues to avoid market disruption Policy makers have promised inflation is transitory – but have been wrong about much else It’s time for central banks to tighten monetary policy – this […] more
Credit Market Overview
2nd July 2021
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE. For more information please contact Rubrics Asset Management. info@rubricsam.com. more
Challenging the Narrative
21st June 2021
Changing economic paradigm can lead to structural shift in expectations around inflation, growth and central bank intervention Decades of progressively loose monetary policy have led to dangerous complacency in financial markets Inflation debate will continue to rage – combination of factors to a play part in shifting market expectations ‘Goldilocks’ outcome for economy and markets […] more
Credit Market Overview
2nd June 2021
Click the link below for our latest summary on last month’s credit market performance and corporate activity. CLICK HERE TO READ THE FULL ARTICLE. For more information please contact Rubrics Asset Management. info@rubricsam.com. more
