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

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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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