AllNews - Liquidity, a key issue for the months ahead
"This Friday, February 16th, AllNews published an article written by Alexandre RYO, Head oh Alternative & Overlay Solutions at Ellipsis AM, on a key issue for the upcoming months : Liquidity.
"Rising interest rates and the likelihood of recession change the asset/liability context."
Extract:
"During the period of low or even negative interest rates, liquidity was not an issue. On the contrary, the aim was to take advantage of this excess liquidity to optimise investments. However, the rise in interest rates and the likelihood of a recession have changed the asset/liability context."
Disclaimer: The information relating to the instruments or issuers mentioned in this article is for illustrative purposes only and does not constitute a buy or sell investment recommendation. At the time of publication of this article, the portfolios managed by Ellipsis AM may or may not be exposed to the issuers mentioned and the issuers may no longer be present in the portfolio at a later date. Future management decisions are not constrained by the statements and analyses reported and may even go in the opposite direction.