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Reflating a bubble
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Reflating a bubble
In Credit | 15 February 2021
It was Presidents Day in the US on 15 February and we imagine ex-President Trump will be celebrating more than most after being acquitted in his second impeachment vote. There was, however, less to celebrate in government bond land.
US bond yields continue to rise driven by increasing inflation expectations. Specifically, 10-year yields reached 1.21% with break-even yields for the same maturity at 2.23%, their highest level …
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Uw succes is onze prioriteit
Miljoenen mensen wereldwijd laten het beheer van hun belegging aan ons over. Particuliere, professionele en institutionele beleggers vertrouwen in totaal 447 miljard euro (per 31 december 2020) aan ons toe. Wij stellen alles in het werk om consistent de financiële behoeften en doelstellingen van onze cliënten te vervullen. Uw succes is onze prioriteit.
Prosper van Zanten
Head of Benelux Distribution
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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
