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Ario Emami Nejad

Ario Emami Nejad - Portfolio Manager

Article 1 min read

Chart Room: Credit markets look cautious to a (de)fault

Markets are pricing too much bad news into investment grade bonds, especially now that inflation appears to have peaked.

Becky Qin + 1 other | 8 December 2022

Blog 2 min read

Chart Room: Interest rates won’t fix the euro’s problems this time

Chart Room: Interest rates won’t fix the euro’s problems this time

Ario Emami Nejad | 7 September 2022

Article 4 min read

European IG: With volatility comes opportunity, but discipline is key

Recent price dislocations means the long run return potential of European investment grade bonds is positive, but prepare for continued volatility

Ario Emami Nejad | 18 March 2020

Blog 4 min read

Coronavirus: Seven themes to watch in bond markets

Ways to judge how long this episode may last.

Rick Patel + 2 others | 3 March 2020

Blog 3 min read

Europe catches coronavirus: Inside the market sell-off

European equity and debt markets flipped from exuberance to pessimism after the coronavirus spread to Northern Italy.

Ario Emami Nejad + 2 others | 26 February 2020

Blog 3 min read

ECB’s QE: Not enough to boost Eurozone bond markets

Modest size of ECB's new QE programme will be too inadequate to support the broader Eurozone government and corporate bond markets.

Ario Emami Nejad | 16 September 2019

Article 4 min read

Another hot summer for Italian assets

After several months of relative calm and a strong performance, Italian assets have again come under pressure amid political turmoil.

Andrea Iannelli + 2 others | 9 August 2019

Blog 2 min read

ECB’s QE 2.0: Too much euphoria, too soon?

The current market euphoria around QE 2.0 and its expected impact on spreads might be misplaced.

Ario Emami Nejad | 2 July 2019

Podcast 29 min listen

April's Rich Pickings podcast: Arrivederci euro?

"The markets are yet to catch up with reality," says Head of Global Macro Economics and Investment Strategy, Anna Stupnytska.

Richard Edgar + 4 others | 10 April 2019

Blog 2 min read

Beware of the BuBBBle in investment grade

With the huge growth in the issuance of BBB-rated bonds, there are fears that downgrades could negatively impact the high-yield and credit market in 2019.

Ario Emami Nejad | 26 November 2018

Blog 1 min read

The Italian government surprises markets with plan to increase budget deficit

The Italian government threw down a gauntlet to the European Commission by announcing a spending-prone budget that defied expectations.

David Simner + 1 other | 28 September 2018

Blog 3 min read

After a trip to Italy, market pricing looks too bearish

A recent road-trip to Italy has led me to believe that investors’ perception of the current situation is too bearish, especially around the budget.

Ario Emami Nejad | 17 July 2018

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