Market turbulence and policy reversal shouldn’t cow investors

Market turbulence and policy reversal shouldn’t cow investors

🕔18:06, 15.Apr 2019

Rick Rieder and Russ Brownback argue that despite the market turbulence witnessed in the past several months, as well as a dramatic policy reversal, we find ourselves at a moment of remarkable economic stability. That fact, along with greater policy

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China’s new economy takes root

China’s new economy takes root

🕔17:03, 15.Apr 2019

Country Outlook The inclusion of Chinese A-shares in the MSCI Emerging Markets Index that took place last June is a landmark step for China’s integration into global markets. It is expected to boost investors’ interest in Chinese firms and to

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Global Equity Views 2Q 2019

Global Equity Views 2Q 2019

🕔11:02, 15.Apr 2019

Themes and implications from the Global Equity Investors Quarterly After a rip-roaring recovery from the miserable end to last year, it is easy to think of reasons to take a more cautious view of the prospects for world equity markets.

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Emerging and Developed markets: So the last shall be first

Emerging and Developed markets: So the last shall be first

🕔11:02, 15.Apr 2019

After a rip-roaring recovery from the miserable end to last year, it is easy to think of reasons to take a more cautious view of the prospects for world equity markets. In particular, analysts have steadily lowered profit forecasts around

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Global market perspective

Global market perspective

🕔11:02, 15.Apr 2019

Economic and asset allocation views Risk assets rebounded sharply in the first quarter with US equities recording one of their best first quarter gains on record. Strong performances were also registered by China A-shares, which was the best performer during

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Falling Angels? Credit Market Risks and Opportunities

Falling Angels? Credit Market Risks and Opportunities

🕔11:02, 15.Apr 2019

Viewpoint April 2019 U.S. corporate bond markets have transformed in the past few years as the proportion of BBB rated credit has swollen. There’s little room for error, as we noted back in January 2018. Where do we stand now?

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Dovishness Reverberates Globally

Dovishness Reverberates Globally

🕔11:02, 15.Apr 2019

Multi-Asset Solutions Weekly Strategy Report The dovish shift from the Federal Reserve earlier this year has reverberated throughout the world, reflected not only in financial market performance but also in the stances of other central banks. What looked, at this

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Traders Brush Off The Brexit Deadline Extension

Traders Brush Off The Brexit Deadline Extension

🕔11:02, 15.Apr 2019

Market flash The headline event in Europe was Brexit being postponed to October 31 at the latest. The agreement will prolong uncertainty but at least there is no short-term risk of a no-deal exit. The April 10 ECB meeting left

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Weekly Economic Commentary

Weekly Economic Commentary

🕔11:02, 15.Apr 2019

In this issue Lessons from Illinois Sino-Nippon Trade Relations The Fed’s New Face(s)?

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The CSPP at work – yield heterogeneity and the portfolio rebalancing channel

🕔02:00, 15.Apr 2019

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Can more public information raise uncertainty? The international evidence on forward guidance

🕔02:00, 15.Apr 2019

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