Highlights: • Credit spreads are tightening—even as risk rises • What’s driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market: Why it matters to investors • Intengo’s approach to building better fair value models Thanks for listening! Follow us on Linkedin.
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Highlights: • Credit spreads are tightening—even as risk rises • What’s driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market: Why it matters to investors • Intengo’s approach to building better fair value models Thanks for listening! Follow us on Linkedin.
đź“Š Global Markets in February: Key Insights with Investment Analyst Sehrish Khan
Invest with Perspective
3 minutes
8 months ago
đź“Š Global Markets in February: Key Insights with Investment Analyst Sehrish Khan
📉 US equities: Reached an all-time high on Feb 19 before declining due to inflation worries and weak economic data. 🇪🇺 Europe’s strength: European equities outperformed, gaining 13% YTD, supported by strong economic data and improving energy dynamics. 🏅 Gold’s surge: Up 10% this year, reflecting investor demand for safe-haven assets amid geopolitical uncertainty. 🇿🇦 SA market trends: Positive performance, mainly driven by Naspers and Prosus, thanks to Tencent’s strength and renewed interest i...
Invest with Perspective
Highlights: • Credit spreads are tightening—even as risk rises • What’s driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market: Why it matters to investors • Intengo’s approach to building better fair value models Thanks for listening! Follow us on Linkedin.
