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Tag "Central Banks"

The ECB, The FED, Rates, Yields and Currencies

The ECB, The FED, Rates, Yields and Currencies

🕔17:00, 20.jan 2020

CIO View, Chart of the Week As much as central banks drive bond markets, as little they drive currencies. At least in the short term. But in 2020 they are likely to drive little anyways. Even though central banks were

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Global Alternatives Outlook

🕔19:25, 15.jan 2020

PRIVATE CREDIT Amid negative yields, opportunities to generate alpha above comparable public debt Our managers’ outlook unfolds against an unusual backdrop: a remarkable rate environment, in which the number of negative-yielding debt instruments is on the rise, with a powerful

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:01, 15.jan 2020

MACROECONOMIC OUTLOOK Why the global economy—and markets—still have room to run Although some of the risks that have weighed on the global economy may be starting to fade, it is too soon to sound the all-clear. We anticipate that 2020

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The 2020-2024 EM fixed income outlook

The 2020-2024 EM fixed income outlook

🕔15:28, 15.jan 2020

Following another year of strong returns, Emerging Markets (EM) fixed income has outperformed developed bond markets by a significant margin over the past four years.  The outperformance is likely to continue in 2020, because EM fixed income remains attractively priced both in

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Status Of Continued Unconventional Monetary Policy Tools

Status Of Continued Unconventional Monetary Policy Tools

🕔18:36, 13.jan 2020

A little over a decade has passed since the 2008 global financial crisis, and central banks continue to apply unconventional monetary policy tools in their effort to maintain economic stability amid slowing growth. Quantitative easing (QE) alongside a now all-too-common

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Guide to the Markets Q1 2020

Guide to the Markets Q1 2020

🕔15:48, 13.jan 2020

Guide to the Markets MARKET INSIGHTS Europe 1Q 2020 As of 31 December 2019

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Economic Outlook

Economic Outlook

🕔12:42, 13.jan 2020

Global economy – recovery should take hold in the first half of 2020 The preconditions for a recovery of the global economy in 2020 have significantly improved due to the following factors: – economic policy uncertainty has decreased; – the

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Think European cities Trends & tactics 2020 outlook

Think European cities Trends & tactics 2020 outlook

🕔13:10, 7.jan 2020

Eurozone output remains positive, but sluggish, with Consensus forecasts of 1.1% for 2019. National data showed that Q3 2019 GDP growth remained stable in Italy (0.1%), Spain (0.4%) and France (0.3%). However, the slump affecting the export-oriented manufacturing sector, most

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For 2020, buy early

For 2020, buy early

🕔08:54, 7.jan 2020

After an astounding 2019, what’s in store for 2020? Russ discusses. We will miss 2019. While 2018’s odd confluence of a weakening economy, rising trade frictions and monetary tightening led to losses in virtually every asset class, this year has

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The case for inflation-linked bonds

The case for inflation-linked bonds

🕔16:06, 6.jan 2020

Mike explains why we favor inflation-linked bonds in both tactical and strategic portfolios. We view inflation risks as underappreciated for 2020 – and beyond. Our base case is for modestly higher U.S. inflation this year, with a risk of upside

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Ghosts of Christmas Past

Ghosts of Christmas Past

🕔11:28, 1.jan 2020

Ghosts of Christmas Past After a very positive year for investors in 2019, we expect lower positive returns on financial assets in 2020 as some Ghosts of Christmas Past reappear. We don’t expect a global or US recession, and anticipate

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Central Bank Watcher: playing the waiting game

Central Bank Watcher: playing the waiting game

🕔15:15, 31.dec 2019

Fed, ECB, PBoC and the Boj

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A tale of two decades: the ECB’s monetary policy at 20

A tale of two decades: the ECB’s monetary policy at 20

🕔06:53, 23.dec 2019

The 20th anniversary of Economic and Monetary Union (EMU) offers an opportunity to look back on the ECB’s record and learn lessons that can improve the conduct of policy in the future. This paper charts the way the ECB has

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The most recent US tightening cycle was more aggressive than it appears

The most recent US tightening cycle was more aggressive than it appears

🕔14:15, 19.dec 2019

The latest US tightening cycle was more aggressive than most investors realise. Should avoiding recession be seen as a win?  How aggressive was the Federal Reserve’s most recent hiking cycle? Take the end rate minus the beginning rate, and the

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Sovereign Debt & Negative Yields

Sovereign Debt & Negative Yields

🕔09:23, 19.dec 2019

Recession alarms have yet to fully go off, but stagnation warning signs are coming to the forefront on the back of heightened financial instrument risks, potentially affecting the economic health of advanced and emerging markets alike. The many intertwined moving

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FOMC signals unchanged rates

FOMC signals unchanged rates

🕔14:30, 18.dec 2019

As expected, the FOMC, the Federal Reserve's (FOMC's) interest rate decision-making body, left the range for the key interest rate unchanged at 1.5-1.75% at the meeting that ended yesterday. The current monetary policy was described as appropriate to support continued

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Christine Lagarde prepares markets for Strategy Review

Christine Lagarde prepares markets for Strategy Review

🕔14:10, 18.dec 2019

As expected, the Governing Council did not make any changes at today's meeting. Interest rates and guidance for monetary policy were confirmed. The duration of the low-interest phase and of the purchases of securities was left open. A first interest

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In 2020, the critical number to know is 1.8

In 2020, the critical number to know is 1.8

🕔12:00, 18.dec 2019

Rick Rieder and Russ Brownback argue that contrary to the many year-end outlooks foreseeing either a recession or a rebound in 2020, the most likely path for the economy and markets is more moderate, which can be encapsulated in their

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Lagarde, Johnson, Trump

Lagarde, Johnson, Trump

🕔07:42, 18.dec 2019

ECB president Christine Lagarde was comfortable in her new role. Nobody had expected a change in the ECB’s monetary policy, but everybody was interested to see how she would handle the press conference following her first meeting in charge of

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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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Zoek

Twitter

#Invesco: "The global economy is rapidly decelerating, and we expect all major regions and countries around the world to grow below trend over the next few quarters, and at least through the first half of 2020." Read more on #OpinioPro: http://bit.ly/38upfCp

Nog eens even in de tijd terug gekeken. Vroeger gebruikten we 4% als bodem voor de rente. Daaronder zouden we nooit komen. 2008 was de laatste keer dat we die 4% hebben gezien. Pensioenprobleem in een notedop

"We more than ever need a targeted investment agenda that stimulates ‘real’ economic growth," @hanswstegeman argues, "instead of the current financial agenda, which above all sustains elevated asset prices."

Discover our Q1 2020 Economic Outlook on our website now.

Global 5G deployment could trigger the emergence of a whole range of new services, say UBP’s experts. Read this piece to find out why and how.

#Invesco: "The global economy is rapidly decelerating, and we expect all major regions and countries around the world to grow below trend over the next few quarters, and at least through the first half of 2020." Read more on #OpinioPro: http://bit.ly/38upfCp

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