Reduced concerns over liquidity

Also Interesting

• Monthly Market Monitor
• Bonds rally on heightened geopolitical tensions
• A look across the border: Danish mortgages bonds versus Dutch mortgage loans

Asset Allcoation Strategy

The risk asset rebound continued in February with not much investor conviction, judging from the modest equity market inflows since the beginning of the year. This is hardly surprising because, apart from central banks reverting to a neutral stance on interest rate rises, fundamentals have not radically change since the big sell-off in the fourth quarter of 2018