Core Allocations

Fidelity
By October 7, 2019 10:28

Core Allocations

Following the rally throughout June and most of July, we saw the US equity market reverse from all-time highs just as the Federal Reserve cut rates for the first time in a decade. While prices bounced back in early August, markets did not react as positively to the 25bps rate cut as many investors predicted. Contributing factors to the post-cut selloff were also President Trump’s inflammatory tariff escalation, and the US Treasury Department’s accusation of China driving down its currency. Despite the uptick in market volatility rankling investors, on a year-to-date basis equity markets are still strong, and there remains persistent demand for safe-haven assets like gold and US Treasuries. This suggests that markets are still undecided on whether the price action in bonds or equities is correctly indicating the economic path forward from here. 

Fidelity
By October 7, 2019 10:28

Search

Twitter

"Covid-19: The scenarios, the lockdown, the reaction, the recovery" -> https://www.opiniopro.com/2020/04/ing/covid-19-the-scenarios-the-lockdown-the-reaction-the-recovery/ via @ING_Economics #coronavirus #recovery

Munis hit turbulence in a flight to safety -> https://opiniopro.com/2020/04/blackrock/munis-hit-turbulence-in-a-flight-to-safety/ #cash #coronavirus #FixedIncome #lending #municipalbond #COVID19 via
@blackrock

Emerging markets debt: Determinants of sovereign bond quality and returns -> https://opiniopro.com/2020/04/eaton-vance/emerging-markets-debt-determinants-of-sovereign-bond-quality-and-returns/ #credit #EmergingMarkets #debt #fiscalpolicy #sovereignbonds via
@EatonPartners

@EatonVance

Fixed Income Market Update -> https://opiniopro.com/2020/04/voya/fixed-income-market-update-4/ #fixedincome #highyield #EMD via #Voya

The corona shock in commodity prices -> https://opiniopro.com/2020/04/abn-amro/the-corona-shock-in-commodity-prices/ #Commodities #GOLD #oilprice #OPEC #coronavirus #COVID19 via
@ABNAMROeconomen

Load More...

Search on date

October 2019
M T W T F S S
« Sep   Nov »
 123456
78910111213
14151617181920
21222324252627
28293031