Fixed Income 2020 Outlook Live your best life

BMO
Door januari 10, 2020 09:07

Fixed Income 2020 Outlook Live your best life

Living your best life, if we understand the parlance of our times, is to say live in the moment. This seems like a reasonable strategy for short-term enjoyment, but a fairly mediocre life plan. That approach appears a reasonable analog for 2020 as we examine markets, policy and the economy. Near term, the environment is reasonable, but markets living their best life in 2020 may be expensive longer term. The G.O.A.T. Well that was fast. In case you were worried about rising interest rates in 2018 and worried that rising rates would carry over into the new year, that fear was allayed quickly in 2019. Treasuries once again proved their mettle—serving as the diversifier in the volatile fourth quarter of 2018 and still delivering strong returns in 2019 even while equities rallied sharply. This performance reinforced what we have long believed, the utility of traditional fixed income as a structural, strategic component of asset allocations.

BMO
Door januari 10, 2020 09:07

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De best gelezen #research bij @Opinio_Pro:

#1 7-Year Asset Class Real Return Forecasts #GMO

#2 2020 Long-Term Capital Market Assumptions @InvescoEMEA

#3 What the heart already knew @TriodosIM @TriodosNL

#4 From TINA to FOMO @DWS_Group

-> https://www.opiniopro.com/

Global Asset Allocation Views Q1 2020 -> https://www.opiniopro.com/2020/01/jp-morgan/global-asset-allocation-views-q1-2020/ #AssetAllocation #credit #equites #Equities #FixedIncome via @JPMorganAM

Economic resilience, Fed and elections to drive US markets in 2020 -> https://www.opiniopro.com/2020/01/amundi/economic-resilience-fed-and-elections-to-drive-us-markets-in-2020-2/ #consumption #election #monetarypolicy via @Amundi_ENG

The US federal reserve’s ‘whatever it takes’ moment has arrived -> https://www.opiniopro.com/2020/01/ubp/the-us-federal-reserves-whatever-it-takes-moment-has-arrived/ #AssetAllocation #centralbank #credit #ECB #Equities #FED #USA

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