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Tag "Central Banks"

You have to take risks if you want return

You have to take risks if you want return

🕔13:06, 11.dec 2019

We expect little movement in bond yields. It's again in corporates and emerging markets that we look for potential returns.  We expect neither the Fed nor the ECB to cut or raise rates in 2020. Euro corporate bonds and emerging-market

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Sifting through the froth

Sifting through the froth

🕔19:33, 9.dec 2019

Positive returns across asset classes in 2019 may limit tax loss selling in closed-end funds, but we see potential long term value in select sectors where investors can still buy assets at a discount. 2019 has been a strong year

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Taking stock of our 2019 views

Taking stock of our 2019 views

🕔17:40, 3.dec 2019

We identified the protectionist push as a key market driver this year but we did not foresee the massive move down in global yields. Scott talks through our 2019 calls. In 2019 the key drivers of global markets have been

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From one-man show to teamwork – the new style at the ECB?

From one-man show to teamwork – the new style at the ECB?

🕔11:09, 29.nov 2019

No sooner had Mario Draghi finished his press conference in September that the deep divisions within the ECB governing council were laid bare. In an unprecedented action, the heads of the Austrian, German, French and Dutch central banks publicly criticized

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Investors would do well to prepare for greater dispersion

Investors would do well to prepare for greater dispersion

🕔15:44, 20.nov 2019

Rick Rieder and Russ Brownback argue that – in contrast to the past decade of monetary policy lifting all economic boats at once – the years ahead are likely to be characterized by great dispersion between economies, industries and markets.

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Ecb Qe2 Starts On A Strong Foot With A Tilt To The Private Sector

Ecb Qe2 Starts On A Strong Foot With A Tilt To The Private Sector

🕔12:09, 20.nov 2019

ECB QE2 started off on a strong foot, according to data released on Monday regarding the very first week of purchases. The overall increase in holdings of the four QE programmes was quite high for just one week relative to

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Trade Troubles Persist as Central Banks Resist Recession

Trade Troubles Persist as Central Banks Resist Recession

🕔18:44, 18.nov 2019

Global equities rose in September, recapturing some of August’s losses. By contrast, so-called “safe-haven” fixed income asset classes, such as long-maturity U.S. Treasurys, declined, giving back a small portion of their prior month returns. The advance in stocks was led

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Powell’s Audible: We Think We’re There, Time To Pause

Powell’s Audible: We Think We’re There, Time To Pause

🕔18:28, 18.nov 2019

As was widely expected, the Fed cut its target range for the Fed funds rate another 25 bp to 1.50%-1.75% at its meeting on October 29- 30, 2019, citing the global backdrop and below-target inflation as reasons for the easing.

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Renewed expansion of Fed balance sheet will not be QE but will affect markets

Renewed expansion of Fed balance sheet will not be QE but will affect markets

🕔13:38, 18.nov 2019

Recent Fed action: On 30 October the Federal Reserve cut the federal funds rate for the third time this year, while hinting at a pause over the next few months. The rate cut followed the Fed’s announcement on 11 October

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A positive twist on geopolitical risk?

A positive twist on geopolitical risk?

🕔07:27, 18.nov 2019

Markets hate uncertainty, and the type deriving from geopolitical unrest has been heightened this year. Jeff Shen discusses why there may be a silver lining on the horizon for investors. Geopolitical risks seem to be on a constant crescendo. Each

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Wat betekent Draghi’s erfenis voor de toekomst?

Wat betekent Draghi’s erfenis voor de toekomst?

🕔11:06, 15.nov 2019

Iedere president van de Europese Centrale Bank (ECB) wordt herinnerd op basis van zijn of haar bekendste uitspraak. Bij Wim Duisenberg was dat: “I hear you, but I do not listen”. Daarmee gaf hij aan dat hij wel wist wat

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Will the Fed cut rates in December?

Will the Fed cut rates in December?

🕔15:54, 14.nov 2019

After nine rate hikes between December 2015 and December 2018, the Federal Reserve (Fed) has conducted a dramatic U-turn in 2019, cutting rates three times in three consecutive meetings. Despite this relatively aggressive rate cutting cycle, the Fed has been

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Liquidity trumps uncertainty

Liquidity trumps uncertainty

🕔07:30, 14.nov 2019

Russ explains why monetary easing matters more than geopolitical risks for the markets right now. Absent a year-end meltdown, stocks will have enjoyed a stellar year. That stocks would post +20% gains was not obvious back in January, when investors

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The restoration of monetary policy equilibrium

The restoration of monetary policy equilibrium

🕔07:31, 6.nov 2019

Rick Rieder, Russ Brownback and Trevor Slaven contend that much of the recent criticism brought to bear against Fed policy makers is misguided, and in fact the central bank has done an admirable job of pivoting toward a pragmatic equilibrium

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The easing wave may subside, for now

The easing wave may subside, for now

🕔18:30, 5.nov 2019

Elga explains why we see the late-cycle policy easing as potentially coming to an end – and what it means for investors. The Fed’s rate cut last week was the latest installment of a global dovish push this year with

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Late-cycle easing may end soon

Late-cycle easing may end soon

🕔12:31, 5.nov 2019

Global central banks have delivered an unusual late-cycle dovish pivot this year – to extend an already-long economic expansion. The Fed’s rate cut last week was the latest installment of this dovish push. Yet the Fed also signaled the potential

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Why Central Bank Independence Could Become a Thing of the Past

Why Central Bank Independence Could Become a Thing of the Past

🕔18:18, 4.nov 2019

Central banks across the world are facing challenges to their independence amid declining credibility and attacks from politicians. Economically, the likely impact of reduced central bank independence is higher inflation and a more volatile business cycle. The similarities with the

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Review of markets over October 2019

🕔15:29, 1.nov 2019

Financial markets welcomed signs of an easing in geopolitical tensions in October, with risk assets generally outperforming traditional safe havens. The US and Chinese authorities moved closer to agreeing a partial deal on trade, while the UK once again edged

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How Low Can the Fed Go?

How Low Can the Fed Go?

🕔14:04, 31.okt 2019

30 October 2019 Today’s rate cut to 1.75% by the Federal Open Market Committee has been a foregone conclusion. A still-uncertain global environment mixed in with sluggish readings from ination indicators and the manufacturing sector seemed enough for another “midcycle

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Farewell to Draghi

Farewell to Draghi

🕔07:58, 30.okt 2019

Mario Draghi's last press conference as president of the ECB focused on general questions relating to his term of office. There was nothing new on monetary policy. Draghi pointed out that the decisions on an extensive monetary easing through various

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Is the EM debt rally for real?

Is the EM debt rally for real?

🕔06:38, 30.okt 2019

EM debt has rallied amid a perceived easing of trade tensions. Scott explains the investing implications. One beneficiary of a perceived easing in the U.S.-China trade conflict: EM debt, which has rallied recently and outperformed developed market peers. We see

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US interest rate fantasy should run out of steam

US interest rate fantasy should run out of steam

🕔17:35, 29.okt 2019

The US Fed’s FOMC will meet next week to decide on interest rates. Due to Brexit, which will probably not have been resolved by then, and the uncertainties that are associated with it, we expect a further rate cut, which

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The Focus Shifts To Earnings Reports

The Focus Shifts To Earnings Reports

🕔10:50, 29.okt 2019

Brexit commotion dominated market sentiment after the agreement reached by Boris Johnson failed to go to a vote in the Commons over the last weekend. The UK prime minister eventually got a majority for his text but accelerated adoption was

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Can stocks still grind higher? And 2 more questions for Q4

Can stocks still grind higher? And 2 more questions for Q4

🕔06:37, 28.okt 2019

It’s been a largely solid run for U.S. stocks in 2019. With the year now in its final quarter, Tony DeSpirito addresses three questions on investors’ minds. For the most part, it’s been a good year for U.S. equities. We’ve

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QE by another name? Clarifying announced balance sheet expansion

QE by another name? Clarifying announced balance sheet expansion

🕔07:41, 24.okt 2019

Following ongoing turbulence in the repo market, the Federal Reserve announced last week that it would begin expanding its balance sheet once more through permanent open market operations (read the latest article on the repo market here: Don’t fear the

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Twitter

Learn why PM Mike Della Vedova says the diversification benefits of a global high yield portfolio may involve less risk than a more traditional, U.S.-focused high yield strategy. https://t.co/g8dneU9G6N

Bob Homan of @INGnl_IO, keynote speaker at the @AlphaResearchNL conference #LowerforLonger last week: “Analysts are often too enthusiastic. They should lower their expectations.” #2020outlook

Our conference #UBPInvestmentOutlook had a full house in London last week! Our experts shared their 2020 outlook for the global economy and more specifically for the UK. Thank you all for coming!

Zal zijn laatste woorden aan mij nooit vergeten. Over woorden gesproken: toen ik Volcker de eerste keer ontmoette, was zijn eerste vraag:"Hoe is het met Andre Szász?" Ik had 15 minuten met hem. Het werd 1,5 uur! Er was een klik. RIP

De Asset Allocatie Awards komen er weer aan! Nominaties komen deze week, winnaars op 4 februari 2020... Hier een sfeer inpressie van vorig jaar -> https://t.co/c36HWpyGVx

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