Squeeze

AXA
Door april 12, 2019 13:56

Squeeze

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Fixed income markets are enjoying a good run with the Federal Reserve again, suggesting this week that rates are on hold for the foreseeable future. Brexit has been delayed and the economic data continues to look more like “goldilocks” than the “big bad wolf”. Yet my conversations with investors still point to a cautiousness and lack of confidence in getting sustainable returns in most asset classes. For fixed income, the view is that yields are too low. Yet credit is providing very strong returns and, as I always argue, pure core government bonds are there to provide a hedge if risk turns sour. Stay bullish bonds for now.

The big squeeze

The squeeze in credit markets continues. April has seen spreads narrow by around 7 basis points in investment grade markets and 26-27bps in high yield. Peripheral sovereign spreads in Europe are also lower. Year-to-date the tightening of credit spreads

AXA
Door april 12, 2019 13:56

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Asset Allocation Consensus Juli

Evenementen

  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00

Twitter

Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest

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