In Search of Yield? Euro High Yield Could Be the Answer

In Search of Yield? Euro High Yield Could Be the Answer

🕔15:03, 10.Apr 2019

Strategy Espresso The European high yield market has continued to rally following a challenging end to 2018. In this week’s Espresso we highlight some key reasons for the recovery and why we foresee continued near-term support for the asset class. In

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Our take on the Treasury rally

Our take on the Treasury rally

🕔14:03, 10.Apr 2019

Weekly Commentary We are cautious on U.S. Treasuries in the short term after the recent rally. Yet we still advocate exposure to build portfolio resilience. March jobs growth and a slew of revised data improved the outlook for U.S. first-quarter

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LIBOR: The Next Chapter

LIBOR: The Next Chapter

🕔14:02, 10.Apr 2019

Viewpoint update What has changed since April 2018? Alternative reference rates (ARRs) have now been identified across five currencies. 1 “€STR,” the ARR for EUR LIBOR, was selected in May 2018. €STR is a new rate based on wholesale euro

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What’s really changed?

What’s really changed?

🕔13:02, 10.Apr 2019

Multi Asset Outlook ​We think easier policy is priced by the market and investors should consider more defensive positioning as growth cools. We would consider the following Favor credit over equities, and within credit, investment-grade and high-yield bonds over bank

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Time to be selective

Time to be selective

🕔13:02, 10.Apr 2019

Emerging Market Equity Spotlight Despite their troubles last year, emerging market equities are back in the spotlight. And, with trade tensions easing and dovish central banks in retreat, could the asset class emerge as a true leader? Trade tensions eased

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Fed pivot supports asset prices

Fed pivot supports asset prices

🕔13:02, 10.Apr 2019

House View Q2 2019 According to the IMF, global growth was estimated to be 3.7 per cent in 2018, a similar rate of increase to that seen in 2017. When taken together, the past two years represent the strongest period

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Reality check

Reality check

🕔13:02, 10.Apr 2019

Multi-asset House Views At the beginning of the year, we believed that market fears about recession were unwarranted and that, as contrarian investors, we should lean against growth pessimism by owning risk asset classes. We argued that the economic system

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Multi-asset market outlook

Multi-asset market outlook

🕔13:02, 10.Apr 2019

The continuous string of bad economic numbers started to eat away at market confidence. The fact that the policy objective of central banks was to normalize policy didn’t help, as it could imply that they would be less sensitive to

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What, Exactly, Is a Factor?

What, Exactly, Is a Factor?

🕔13:02, 10.Apr 2019

What, Exactly, Is a Factor1 ? According to BlackRock, as of June 2018 there was $1.9 trillion invested in factor-based strategies—a figure expected to grow by nearly 80% to $3.4 trillion by 20222 . There is no question that these

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Monthly Market Monitor

Monthly Market Monitor

🕔13:02, 10.Apr 2019

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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EU Referendum

🕔08:14, 10.Apr 2019

Article 50 As the United Kingdom formally announces its intent to withdraw from the European Union, we would like to update you on J.P. Morgan’s ongoing planning for our European franchise. Serving your business needs is our firm’s priority. J.P.

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Getting physical

Getting physical

🕔03:05, 10.Apr 2019

A series of recent extreme weather events — from hurricanes and wildfires in the U.S. to heat waves in Europe and floods in Japan — have put a spotlight on climate-related risks. Yet the implications for investment portfolios — stemming

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Uncovering the truth about 529 plans

Uncovering the truth about 529 plans

🕔03:04, 10.Apr 2019

Saving to cover the cost of tuition, books and fees can seem daunting, but with consistent investing, sound financial advice and a 529 plan, affording college educations for the children in your life is achievable. Although 529 college savings plans

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