Bonds: The Good, The Bad & The Ugly
Introduction The start of 2022 has been marked by a poor performance in the Fixed Income asset class not seen in decades. Starting from a low base a year earlier, any move towards higher interest rates was destined to have negative consequences on this investment space. Today, the general sentiment remains bearish on Bond instruments. […]
Commentary I February 2022
Welcome to the ‘New World Disorder’. After supply chains were disrupted following the Covid Pandemic, the Eastern European conflict has in turn unsettled world trade leading to spiking prices of many raw materials, energy and shipping. Sanctions on Russia also upset traditional money flows in the Eurodollar system (Dollars exchanged outside of the US). Unconnected […]
Private Credit in Real Estate
Discover how works private credit in real estate and its advantages… Real estate underlying… Flexibility… ASG Prime Private Lending Fund..
Commentary I January 2022
2022 heralds a volatile year, for the vast majority of financial assets As an appetizer, January was marked by many factors contributing to an atmosphere of general uncertainty. The umpteenth Covid variant continued to disrupt supply chains in parts of the world. This has maintained industrial shortages as well as upward pressure on prices of […]
Webinar in French | Comment gérer son patrimoine à l’international
ASG Capital vous invite à son webinar en ligne « Comment gérer son patrimoine à l’international : approche rente et “bon père de famille” » Venez échanger avec notre équipe pour : – Découvrir les problématiques liées à la gestion de son patrimoine dans un contexte international – Comprendre l’ADN d’ASG Capital – Echanger […]
EV Revolution
The most concerned sectors The sectors most concerned with Electric Vehicle (EV) technology are delivery and shipping services. These include entities such as UPS, USPS, DHL, etc. While integrating EV changes in their business model, these corporations will also have to contend with other up and rising competing delivery service providers, of which Amazon is […]
Commentary | December 2021
End of Year 2 And so ends year 2 of the Covid crisis. The last 12 months have seen new variants, lock-downs, curfews, as well as disrupted international trade…. The worldwide vaccination campaign has not quite brought back a return to past normality but it has certainly helped to move in this direction. In the […]
‘Temporary Inflation’: Making head or tails of it
The Fed.’s Narrative The use of the term ‘temporary inflation’ put forward by the Federal Reserve (the Fed.) is an oxymoron. Inflation (better known as currency debasement) has accompanied mankind for centuries (see ancient Coin clipping). It is sometimes overwhelming, sometimes subdued and may go into reverse (this is called deflation). The choice of this […]
‘Financial Oddity’ of Raising US Rates…
Introduction to Market noise Over the last few months, the financial market conversation has been around the reflation trade. This was nourished by a pick up in economic activity and a rise in inflation expectations, which, in turn, have been driving long term US interest rates higher. In addition, massive deficits in the United States […]
ESG Bonds
Introduction An ESG Fixed Income instrument is a special type of bond, specifically created to fund the new ‘green’ social agenda. The issuance of these environmental, social and governance (ESG) bonds is growing exponentially throughout fixed income markets carried by a rising investor demand for these instruments. The declared objective is to bring an ethical […]