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Iggo's insight

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149 insights found

Iggo's insight

Back for good?

The ECB and the German government added to policy support in Europe this week. This further fuelled the cyclical risk-on behaviour of markets. Returns are positively skewed, and dispersion has fallen ...

Iggo's insight

Garland Day

Sentiment in markets has been positively impacted by signs of increased activity where lock-downs are starting to be lifted. This could continue as more restrictions are eased and consumers emerge fr ...

Iggo's insight

Something for every view

The future is always unpredictable but when the recent past has been so strange the outlook is even more clouded. That makes investment decision making hard and trying to assess whether markets are a ...

Iggo's insight

Four strands of a medium term view

Recovery momentum in markets has faded in the last couple of weeks.

Iggo's insight

Risk premiums in phase 3

Recovery momentum in markets has faded in the last couple of weeks. The policy support will be there for a long time but investors have to now decide whether risk premiums are sufficient for the unce ...

Iggo's insight

Smelly Sludge not Black Gold

Oil prices peaked 12-years ago. This week there was excitement amongst some financial commentators that prices had gone negative.

Iggo's insight

Debt Counselling

The big rise in government debt is one of the few certainties in the outlook.

Iggo's insight

Lessons from crises

Watching the epidemiological curves remains the most important short-term thing to do in financial markets.

Iggo's insight

A view from the markets – Cash-flow

This is a locked-down musing on the impact that disrupted cash-flows have on different asset classes. While government revenue is undercut by the recession, government can still fund itself and repay ...