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Investment Outlook

An outlook for 2022

December 24, 2021 by Jonathan Rochford

Outlook for 2022

Higher interest rates, dumb politics and euphoric markets are key risks for asset prices in 2022

Filed Under: Investment Outlook Tagged With: 2022, Investment Outlook

If It’s Unsustainable, It Will Eventually End

September 19, 2020 by Jonathan Rochford

Unsustainable will end

Governments, corporates and households with excessive spending and debt are living on borrowed time.

Filed Under: Investment Outlook Tagged With: borrowed time, Unsustainable

Narrow Road Capital Opportunity and Return Update – May 2019

May 31, 2019 by Jonathan Rochford

Opportunity and Return Update May 2019

Whilst global credit seems stretched, Narrow Road continues to find great value opportunities for its clients and continues to deliver strong outperformance

Filed Under: Investment Outlook Tagged With: AAA Only Performance, Crossover Credit Performance, Investment Grade Performance, Investment Outlook, Opportunity and Return

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