Posts by Arjun Sawai

Market Commentary | Insights Blog

What's Driving Surprisingly Low Volatility in Energy Markets?

In the current geopolitical environment, we would have historically expected much more volatility in the energy complex. Oddly, that has not been the case over the last 6 months. In fact, crude oil...
Market Commentary | Insights Blog

China Continues to Drag Emerging Markets into 2024

2023 marked the third year of drawdowns for the Chinese equity markets, reflecting a country still trying to emerge from the pandemic period. A combination of factors continued to hamper the once...
Market Commentary | Insights Blog

Lagarde Offers Little Comfort Amidst All Time High ECB Rates

Last Thursday marked the tenth hike of the European Central Bank (“ECB”) deposit rate.
Market Commentary | Insights Blog

Markets Signal Higher for Longer Interest Rates

Market sentiment on bonds continues to trend lower, leaving the overall open interest in short-dated U.S. Treasury futures net short at an unprecedented level. There is the potential that these short...