Negative EUR Rates: challenges & solutions UBP

Negative EUR Rates: challenges & solutions UBP

🕔11:44, 21.okt 2019

The ECB has been missing on its inflation target for 10 years The ECB never got to the “tightening window” In 2013, cash was yielding zero, now it is the EUR Aggregate market… …however, the EUR Aggregate market bears some

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Danish Mortgage Bonds

Danish Mortgage Bonds

🕔18:37, 14.okt 2019

In the current low yield environment, Danish mortgage bonds are a very attractive alternative for EUR, USD and JPY fixed income investors, given that Danish mortgage bonds offer a relatively high expected return and a very low credit risk. Denmark

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Secular Trends Changes in demographics: a broad and long-term opportunity set

Secular Trends Changes in demographics: a broad and long-term opportunity set

🕔14:05, 10.okt 2019

Why thematic investing? Traditional approaches to investing are constantly challenged by leading companies which are by nature innovative and, for most of them, multisectoral. Disruptors can be found in any sector or industry, making the traditional industry classification framework less

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Investing in a Time of Geopolitical Uncertainty

Investing in a Time of Geopolitical Uncertainty

🕔10:09, 7.okt 2019

As expected, US and ECB communications disappointed markets and the ongoing US-China conflict flared once again in August leading to the return of volatility. Long-dated bond yields and equities fell sharply over the month. Pressure on the global economic outlook

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Argentina: Government looking to buy time

Argentina: Government looking to buy time

🕔11:59, 3.sep 2019

Uncertainty in Argentine markets has increased following the government’s announcement (28 August 2019) to engage with foreign investors over a voluntary re-profiling of a portion of their eurobonds and with local investors to extend their peso/local debt*. These measures are

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EM Fixed Income

EM Fixed Income

🕔13:07, 5.aug 2019

Current Strategy | August 2019   We see a range trading environment for EM, supported by Fed monetary easing and likely easing by other major developed and EM central banks. This should offset President Trump’s latest threat to impose new tariffs

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EM Fixed Income

EM Fixed Income

🕔11:02, 13.jun 2019

Our views for the coming months  After a strong start of the year, with EM sovereign bonds up 7.6%, EM corporate bonds up 6.8% and EM local bonds up 3.0% in USD terms, we expect carry to be the primary

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Invesco Global Fixed Income Study 2019

Invesco Global Fixed Income Study 2019

🕔05:05, 20.apr 2019

Welcome to the second annual Invesco Global Fixed Income Study, part of Invesco’s suite of thought leadership studies, including the Global Sovereign Asset Management Study and the Global Factor Investing Study. In 2019, we have nearly doubled the respondents to

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Defensive solution to navigate (political) risks and volatility in a lowyield environment

Defensive solution to navigate (political) risks and volatility in a lowyield environment

🕔15:02, 19.apr 2019

Absolute Return Low Vol Fixed Income Longer-lasting low interest rates, challenging liquidity conditions and abundant political risks demand for adapted solutions within the defensive fixed-income space Demographic trends in Europe are constraining growth prospects and the outlook for significantly higher

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Monthly Investment Outlook

Monthly Investment Outlook

🕔11:03, 15.mrt 2019

Don’t fight the Fed The 2019 rally in global equities continued in February as signs of an impending resolution to the US-China trade war emerged and the US Federal Reserve continued its shift begun in January to more overtly dovish

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Global Tactical asset Allocation

Global Tactical asset Allocation

🕔11:02, 10.feb 2019

Managing risk is key in highly volatile markets Global growth should remain sustained in 2019, but it will offer rising disparities among countries and the cycle will be desynchronised across the main regions. Despite an apparent truce in US-China trade

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Global Tactical Asset Allocation

Global Tactical Asset Allocation

🕔01:02, 11.jan 2019

Managing risk is key in highly volatile markets Global growth should still remain at a high pace, but several countries will experience a slowdown next year. US growth should remain sustained, and activity in China is expected to rebound later

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Positive Impact Equity

Positive Impact Equity

🕔14:04, 5.dec 2018

It is an investment made with the intention of generating a positive social and/or environmental impact alongside financial returns. Impact investments exist across a diverse range of asset classes and geographies. Underlying investment candidates should demonstrate a clear “intentionality” within

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Asset Allocation Consensus September

Twitter

The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).

Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen

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