Monthly Market Commentary - November 2015

12 November 2015

Welcome to the latest issue of our Monthly Market Commentary.

The November issue provides a market review up until 31 October on the following topics: 

  • Equity: Equity markets recover after a turbulent summer;
  • Credit: Spreads decrease as volatility eases;
  • Nominal Yields: Gilt yields rise over the month and the yield curve steepens;
  • Inflation: UK returns to deflation;
  • Real Yields: Real Yields decrease at the very short end but rise at the rest of the curve;
  • Comment: Emerging Markets Currencies and import restrictions: the curve is worse than the condition.

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