From Despair to Hope

From Despair to Hope

🕔14:55, 12.Feb 2021

In the US, reflation on the back of fiscal stimulus and the exit from lockdowns should lead to modestly higher inflation expectations and nominal bond yields. A renewed ‘taper tantrum’ looks unlikely as excess capacity and high unemployment rates will prevent …

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A paler shade of green

A paler shade of green

🕔14:43, 12.Feb 2021

A paler shade of green If only sustainable investing was just about right and wrong; sustainable and unsustainable. Alas, it’s not so simple. Clearly, there are sustainable ‘bad boys’ such as coal companies and weapons manufacturers which sustainable funds do

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The bond market sell-off: is this it?

The bond market sell-off: is this it?

🕔14:12, 12.Feb 2021

The bond market sell-off: is this it? Has the pandemic shifted the pendulum for rates for good? For the past four decades, interest rates have relentlessly headed lower. Will Covid-19 turn that trend on its head, as it has done

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Entering the World’s Second Largest Bond Market

Entering the World’s Second Largest Bond Market

🕔12:31, 12.Feb 2021

Entering the World’s Second Largest Bond Market China’s bond market reached $17 trillion in Q3-2020, making it the world’s second largest market after the US. The low market cap to GDP ratio compared with other markets suggests still significant growth

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Monthly Market Monitor – February 2021

Monthly Market Monitor – February 2021

🕔10:25, 12.Feb 2021

Monthly Market Monitor – February 2021  

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Corporates investing in crypto

Corporates investing in crypto

🕔08:09, 12.Feb 2021

In 2020, more operating companies began allocating cash to digital assets and cryptocurrencies. This is a new dynamic and a departure from more conventional investing by funds and others in this space. One telling example is MicroStrategy Inc., which announced, last December, that it …

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Twitter

"Has the tide finally turned for #emergingmarkets #equities after a decade of trailing #US markets? It’s a question we often hear." 5 reasons why EM equities could power ahead in #2021 by @CapitalGroup -> https://www.opiniopro.com/2021/02/capital-group/5-reasons-why-em-equities-could-power-ahead-in-2021/

The underperformance of Value vs. Growth stocks explained

From the winter edition of our VBA Journaal, written by Jeroen Kakebeeke RBA, Investment Risk Manager at PGGM
#valueinvesting #growthinvesting

https://nieuws.cfavba.nl/publicaties/the-underperformance-of-value-vs-growth-stocks-explained/4a37e54d-5361-11eb-8a1e-005056b303d3

Reflation, Flation, What’s Your Nation? https://www.etftrends.com/model-portfolio-channel/reflation-flation-whats-your-nation/ #ETF #tracker

Not many places to hide last week, but #cyclical sectors held up relatively well amidst the backup in rates.

#financials
#industrials
#energy

@FactSet data

#MoneyMarketFunds that lend to #PrivateSector borrowers experienced large withdrawals during the financial stress of March 2020, but cumulative outflows differed considerably across funds https://www.bis.org/publ/qtrpdf/r_qt2103b.htm

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