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Jordan Portelli

Investment Manager

My Blog Posts

  • 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 .
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  • 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. .
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  • 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 .
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  • CoCos-risk and attractiveness

    Full Story | - Investment Manager | 16th March 2018
    Many market participants might lack the necessary experience to understand the complexity of the Contingent Convertible (CoCo) asset class. This comes as no surprise when we consider the fact that the first CoCo was issued .
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  • Trump and the NAFTA agreement

    Full Story | - Investment Manager | 9th March 2018
    The North-American Free Trade Agreement (NAFTA) was executed in 1994 between the United States, Mexico and Canada. The agreement specifically relates to the lifting of tariffs (taxes on exports and imports) on all goods traded .