bearish
Credit Strategy: Higher Rates Are Not a Problem; Quantitative Tightening Will Be.
146 Views02 Feb 2018 04:26
Central bank policy is inflecting tighter and rates are seemingly on the move higher. This would suggest vulnerabilities in the global credit...
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
Viktor Hjort
Credit Strategy (Global)
- Credit Strategy: Credit Conditions Are No Longer a Support14 Mar 2018
- Asian Credit Monitor: Portfolio Strategy, Capital Flows, Asset Risk-Returns, US Interest Rates19 Feb 2018
- Credit Strategy: The Credit Market Should Underperform in the Next Leg-Up for Risky Assets18 Feb 2018
- Global Credit Strategy: Rising Risks to the Credit Market in 1H201818 Jan 2018
x