What a monetary policy shift means for our bond views

BlackRock
Door juni 24, 2019 17:30

What a monetary policy shift means for our bond views

Lees het volledige artikel

The European Central Bank and Federal Reserve have shifted toward more dovish stances. Scott examines the implications for our bond views.

A clear message from European Central Bank (ECB) President Mario Draghi last week kicked off a dovish shift by major central banks–from patience to inching toward more stimulus. We see the ECB and the Federal Reserve likely to ease soon. Yet while market expectations for ECB easing appear reasonable, expectations for the Fed seem excessive. We believe government bonds still are key stabilizers in strategic portfolios amid rising macro uncertainty, but we are turning cautious on long-term U.S. Treasuries in the short run.

Major central banks are turning more dovish to address inflation shortfalls and extend the expansion. In a speech, the ECB’s Draghi said rate cuts and other options were on the table to support the eurozone unless growth and inflation pick up soon. Asset prices immediately

BlackRock
Door juni 24, 2019 17:30

Zoek

Uitgelichte Evenementen

  1. Alpha Research – Lower for Longer

    december 3 @ 12:00 - 18:00

Asset Allocation Consensus September

Twitter

Deze week in "Multi-Asset Solutions Weekly Strategy Report" van @JPMorganAM een helder plaatje dat #EmergingMarketDebt toch wel heel mooi in een multi-asset portfolio past. Maar het is ook een beetje #confirmationbias 😀-> https://t.co/7b6yAG8Wv4 #assetallocation via
@Opinio_Pro

In Emerging Markets, Does It Pay to Worry About ESG Factors? ->https://t.co/Hca0PmObIB #emergingmarkets #equity #esg via @TRowePrice

Cyber Monday: 4 reasons online sales are surging -> https://t.co/8pxHju7Ins #technology #cyber #BlackFriday via @AXAIM

Lower credit risk observed in sectors that are positively aligned with the SDGs -> https://t.co/fMx3Xawo2A #fixedincome #Credit #SDGs #ESG #SRI via @Robeco @Robeco_Prof_NL

Load More...

Zoek op datum

juni 2019
M D W D V Z Z
« mei   jul »
 12
3456789
10111213141516
17181920212223
24252627282930