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Tag "Central Banks"

To Zero and Beyond!

To Zero and Beyond!

🕔18:04, 21.okt 2019

Fans of the film Toy Story will recognize Buzz Lightyear’s spunky catchphrase “To infinity and beyond!” Well, interest rates around the world are navigating their own journey, voyaging toward the abyss of the yield universe rather than its outer limits,

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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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Late cycle investing: Navigating negative rates

Late cycle investing: Navigating negative rates

🕔11:09, 21.okt 2019

At a glance: Negative interest rates are classified as unconventional monetary policy tools  Some companies may benefit from stimulus measures as the focus shifts to fiscal policy Global investors can still generate a positive return in a world of negative

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Japanese equities: still in the doldrums

Japanese equities: still in the doldrums

🕔07:34, 17.okt 2019

Ben explains why we maintain our underweight on Japanese equities despite their recent rally. Japanese equities have been the star performer since September – rising more dramatically than their global peers in a response to a perceived thaw in U.S.-China

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4 strategies for investing in emerging markets

4 strategies for investing in emerging markets

🕔07:35, 14.okt 2019

Chris explores ways to manage your EM allocation, an out of favor, but still appealing asset class. Emerging markets were the darling of investors as recently as the winter of 2019, but now find themselves once again as unloved as

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Central Banks Have Confirmed The Shift To A Much More Accommodative Stance

Central Banks Have Confirmed The Shift To A Much More Accommodative Stance

🕔07:46, 11.okt 2019

In their September meetings, both the ECB and Fed confirmed their easing mode. The ECB delivered a full monetary policy package (pre-announced in previous months), combining conventional and unconventional tools, together with the introduction of new measures aimed at reducing

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Vanguard – Investment Series, Fear vs Fact

🕔09:00, 10.okt 2019

s Investors are wrestling between fear and fact at this juncture of the economic cycle. Negative rates. Inverted yield curves. Downbeat sentiment. Will central banks delay tightening or add more stimulus? Is it risk on or risk off? How should

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A preview of third-quarter earnings season

A preview of third-quarter earnings season

🕔07:36, 9.okt 2019

We see third-quarter earnings season offering some limited support to U.S. stocks in the near term, as a growth rebound is months away. Kurt explains. Equities have stumbled this month, as weak economic data has revived recession fears. This comes

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The Fed and Trade

The Fed and Trade

🕔11:34, 7.okt 2019

During its discussions this month, the investment strategy team spent considerable time debating the outlook for Federal Reserve policy and the path forward for the U.S.- China trade dispute, including its impact on the global growth outlook. Despite the considerable

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Making the grade: How risky are BBB bonds?

Making the grade: How risky are BBB bonds?

🕔07:46, 7.okt 2019

Economic uncertainty has increased investor focus on the possibility of BBB-rated bonds being downgraded to junk. Investors should weigh this risk with their search for yield. Over the past several months, I have been fielding more questions about the state

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Draghi’s last act likely to disappoint

Draghi’s last act likely to disappoint

🕔13:07, 4.okt 2019

On September 12 the Governing Council of the ECB announced an extensive package of the monetary stimulus. It includes a deposit rate cut to -0.5%, the asset purchases program restarting November 1st, two-tier system for banks and easing of the

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Takeaways from our Q4 outlook

Takeaways from our Q4 outlook

🕔07:30, 4.okt 2019

Mike shares what investors need to know as the final quarter of 2019 kicks off. The fourth quarter of 2019 kicked off with a market selloff and more evidence that a protectionist push is hitting the U.S. industrial sector. How

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Hawks increasingly scarce

Hawks increasingly scarce

🕔18:08, 3.okt 2019

As one central bank after the other announces cuts to interest rates, we continue to believe that buying duration will be worthwhile for investors, even with yields close to record lows.

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A growth recovery in waiting

A growth recovery in waiting

🕔15:57, 3.okt 2019

We expect a pickup in global growth in the next six to 12 months, as policy stimulus gradually filters through to the real economy. The Fed has cut interest rates, but its noncommittal view on the rate outlook suggests expectations

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Going direct: How central banks could deal with the next downturn

Going direct: How central banks could deal with the next downturn

🕔07:25, 3.okt 2019

Elga discusses how central banks could “go direct” and use unprecedented coordination between monetary and fiscal policy to deal with the next downturn. This is the fourth and final blog in a series on the topic of “Dealing with the

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ECB: waiting for the strategy review

ECB: waiting for the strategy review

🕔15:36, 2.okt 2019

Our narrative on the US economy is relatively simple: for now, while the export-driven side of the economy is struggling, and investment in general is impaired by looming uncertainty with the “trade war” at the top rank of risks, the

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Review of markets over the third quarter of 2019

Review of markets over the third quarter of 2019

🕔16:29, 1.okt 2019

After a difficult summer for risk assets, investors returned from their holidays in a bullish mood and drove equities higher in September, leaving global equities broadly flat for the quarter. The quarter was marked by a continued slowdown in the

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A growth recovery looming ahead

A growth recovery looming ahead

🕔07:28, 1.okt 2019

Elga explains why we see a growth pickup looming on the horizon. Hint: Watch the transmission of financial conditions. An expected dovish pivot by central banks has materialized. Now what? Financial conditions in key developed economies have become more accommodative

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Seek high yield opportunities, but be aware of liquidity conditions

Seek high yield opportunities, but be aware of liquidity conditions

🕔18:24, 30.sep 2019

Investment Insights Blue Paper The backdrop for global high yield Theme 1: Central bank dovishness Speculative grade bonds have been among the major benefi ciaries of the rapid turn of both Fed and ECB monetary policy stances to much more

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Rate cuts further erode the appeal of cash

Rate cuts further erode the appeal of cash

🕔08:47, 30.sep 2019

On 18 September the Federal Reserve cut interest rates by 25bps. The rate cut was already priced in by markets. But the FOMC lacks consensus on the path ahead for monetary policy. Less than half of the FOMC participants see

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Toward effective economic policy for the 21st century

Toward effective economic policy for the 21st century

🕔07:24, 30.sep 2019

Rick Rieder and Russ Brownback highlight their view that effective monetary and fiscal policy in the 21st Century needs to draw not only traditional economic theory, but also from the lessons of finance and other disciplines. We think the evidence

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Fixed Income views Don’t worry, be flexible

Fixed Income views Don’t worry, be flexible

🕔12:51, 27.sep 2019

Central banks provided the motive force that drove the good returns in developed market equities and bonds since the Great Financial Crisis. Policies that were intended to push against the risks of deflation brought us record low bond yields, negative

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The Fed cuts rate, but the market expects more

The Fed cuts rate, but the market expects more

🕔10:47, 27.sep 2019

The Fed cut rates, but the market expects more: As expected the Federal Reserve lowered its target range for the Federal Funds rate by 25 basis points, and now the market anticipates as many as three more cuts by the

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The Fed cuts, but does it cut it?

The Fed cuts, but does it cut it?

🕔14:55, 26.sep 2019

While the most recent US rate cut was widely expected by markets, there appears to be a lack of consensus among Fed officials as to what happens next. Fidelity Strategic Bond Fund co-managers Tim Foster and Claudio Ferrarese give their

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The Fed cuts rates again amid low inflation. What’s keeping it down?

The Fed cuts rates again amid low inflation. What’s keeping it down?

🕔11:37, 26.sep 2019

The Federal Reserve cut interest rates by 25 basis points at its September meeting — the second cut this year. This easy monetary policy is thanks in part to low inflation. But why has inflation remained so low, especially in

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Zoek

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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