Global Fixed Income Strategy

Invesco
Door juli 10, 2019 17:02

Global Fixed Income Strategy

In April, we wrote about the US Federal Reserve’s (Fed) evolving thoughts on its policy making framework as it considers a shift to average inflation targeting. This new framework would allow the Fed to be patient while average inflation increases towards to its mandate of 2%. After peaking in July 2018, inflation has trended lower in 2019. While other drivers have been in play, the market set out to test the Fed as inflation trended lower. For most of the first quarter, bond market pricing implied no rate hikes or cuts for 2019. But as inflation headed lower, bond markets began pricing cuts in March, prior to the escalation of trade tensions. 

Invesco
Door juli 10, 2019 17:02

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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

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