Update On Duration: Why We Have Moved To Neutral

JP Morgan
Door juli 8, 2019 11:02

Update On Duration: Why We Have Moved To Neutral

Multi-Asset Solutions Weekly Strategy Report

To date, 2019 has seen a relentless rally in bond markets. Yields have fallen despite the ebbs and flows in risk sentiment and even with equity markets making all-time highs. Here, we discuss the factors pushing yields lower and document bond yields’ asymmetric response to equity market stress. With U.S. Treasury 10-year yields below 2%, we update our views on duration coming out of our latest Strategy Summit. 

JP Morgan
Door juli 8, 2019 11:02

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

juli 2019
M D W D V Z Z
« jun   aug »
1234567
891011121314
15161718192021
22232425262728
293031