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Jordan Portelli

Investment Manager

My Blog Posts

  • Jp_blog
  • European HY debt, worth the dip?

    Full Story | - Investment Manager | 23rd November 2018
    European high yield (HY) debt over the past years has emerged as one of the best performing assets within its class. The reach for yield quarter on quarter was one of the reasons why this .
  • Jp_blog
  • Brazil and the upcoming elections

    Full Story | - Investment Manager | 28th September 2018
    Over the past months, emerging market (EM) assets were hit primarily by the trade war saga, which triggered an exodus as they flocked to safer assets. Brazil was also part of the flock, however the .
  • Jp_blog
  • The woes being faced by the ECB

    Full Story | - Investment Manager | 14th September 2018
    Prior to the emerging market (“EM”) turbulence and to the elected populist government in Italy, the European Central Bank was confident in the relatively positive momentum, in terms growth, targeted inflation and low unemployment levels. .
  • Jp_blog
  • Diverging paths; the Fed and the ECB

    Full Story | - Investment Manager | 15th June 2018
    Following the recent political noise, primarily the recent political saga in Italy in which markets rattled on the uncertainty surrounding a possible political deadlock, now markets shifted their focus on two very important Central Bank .