Terug naar de HomePage

Tag "Fixed Income"

All quiet on the UK high street.

All quiet on the UK high street.

🕔15:07, 22.jan 2020

In Credit

Lees het volledige artikel
Stabilization amid heightened uncertainties

Stabilization amid heightened uncertainties

🕔14:45, 21.jan 2020

Allocation views – Perspective from Franklin Templeton Multi Asset Solutions The new year started with a bout of volatility, driven by tensions in the Middle East. US forces assassinated General Qassem Soleimani, leader of Iran’s Revolutionary Guard Corps, which grabbed headlines and

Lees het volledige artikel
Global economy to take a breather in 2020

Global economy to take a breather in 2020

🕔13:40, 21.jan 2020

Interest Rate Outlook Eurozone, USA We enter 2020 with optimism. The political upheavals that defined 2019 should diminish. Although none of the issues have been resolved, they should exert no pressure on the markets for the better part of the

Lees het volledige artikel
Poland to have complete set of 4Q19 data

Poland to have complete set of 4Q19 data

🕔10:26, 21.jan 2020

This week in CEE The CEE calendar is pretty empty of macro releases apart from Poland. There, we begin with data on the labor market, in particular employment and wage growth in December. Labor market conditions have been tight and not much

Lees het volledige artikel
Low Economic Volatility May Continue Supporting Credit

Low Economic Volatility May Continue Supporting Credit

🕔07:56, 21.jan 2020

Weekly view from the desk Although some regarded last week’s U.S. non-farm payroll report as disappointing, we regarded it as a solid indicator of what the U.S. economy needs to maintain its trend-like growth. Last year’s monthly payroll average of

Lees het volledige artikel
Prospects for Global Potential Growth: The Next Decade

Prospects for Global Potential Growth: The Next Decade

🕔17:17, 20.jan 2020

The pace of global growth has slowed significantly during the past two years. After peaking at over 4% in 2017, it has softened to just above 3% at present, well below its two-decade average of nearly 3.7%.1 A number of

Lees het volledige artikel
Why invest in European ABS?

Why invest in European ABS?

🕔17:11, 20.jan 2020

FocusPoint In the current low-yield environment, European fixed income investors need to look to alternative asset categories to increase the yield of their portfolios. Given the current stage of the credit cycle, though, they generally have no desire to increase

Lees het volledige artikel
Long-Term Outlook. 12 Key Assets for 2020 and Beyond.

Long-Term Outlook. 12 Key Assets for 2020 and Beyond.

🕔17:02, 20.jan 2020

Morningstar Investment Management Insights Welcome to the new year. As many readers will know, we tend to assign our yearly outlooks over a 10-year plus horizon, not one. That said, we do believe we have a role to play in

Lees het volledige artikel
2020 outlook: on a wing and a prayer

2020 outlook: on a wing and a prayer

🕔16:54, 20.jan 2020

The Big Picture 2019 has been a good year with strong returns on a broad range of assets. The global economy has decelerated but we hope policy easing will stabilise things during 2020 (the wing and a prayer). Our favoured

Lees het volledige artikel
Vanguard’s global outlook for 2020

Vanguard’s global outlook for 2020

🕔16:43, 20.jan 2020

Global economy: Trade tensions and broader uncertainty drag on demand and supply The continued slowdown in global growth foreseen a year ago has been accentuated during 2019 by a deterioration in the global industrial cycle. A broad escalation of policy

Lees het volledige artikel
An exceptional year for bonds, but finding yield got harder

An exceptional year for bonds, but finding yield got harder

🕔08:06, 17.jan 2020

2020 income outlook The bond market in 2019 was a double-edged sword. Investors pocketed sizable capital gains in most sectors, thanks to plummeting rates. But the flip side hurts: As has often been the case since the 2008 financial crisis, the search for yield

Lees het volledige artikel
Supply begets demand

Supply begets demand

🕔14:59, 16.jan 2020

In Credit 13 JANUARY 2020 Macro / government bonds The rise (and subsequent fall) in tensions and combative rhetoric in the Middle East has been the key driver for ‘risk ‘free’ assets such as core government bonds. All in all, bonds

Lees het volledige artikel
Asset Class Outlook: Risks Rebalanced

Asset Class Outlook: Risks Rebalanced

🕔14:07, 16.jan 2020

Based on 12-Month Outlook for Each Asset Class The balance of risks has changed. Some global trade-related risks have abated and manufacturing sentiment appears to be stabilizing. But political risks are rising, including in the U.S., and valuations are high.

Lees het volledige artikel
Euphoria of Tory landslide tempered by uncertainty of forthcoming trade negotiations

Euphoria of Tory landslide tempered by uncertainty of forthcoming trade negotiations

🕔10:34, 16.jan 2020

House View What a week! Over the course of three days, investors were treated to a triple whammy of encouraging news. First, it was smooth sailing at Christine Lagarde’s first press release as head of the European Central Bank. As

Lees het volledige artikel
Barometer: Aangemoedigd door de opkomende landen

Barometer: Aangemoedigd door de opkomende landen

🕔08:39, 16.jan 2020

Asset allocatie: vertraging bestrijden Beleidsmakers hebben tot nu toe een forse wereldwijde economische vertraging succesvol weten te voorkomen. De Amerikaanse Federal Reserve en de Europese Centrale Bank hebben de monetaire kraan geopend, terwijl sommige regeringen in opkomende landen fiscale stimuleringsmaatregelen hebben genomen, een voorbeeld

Lees het volledige artikel
Finding equilibrium in a non-cooperative world

Finding equilibrium in a non-cooperative world

🕔06:48, 16.jan 2020

Special editio: 2020 Outlook T he central banks are set to pursue monetary accommo- dation right throughout 2020, reluctant to risk curbing the world economy, which continues to de- velop at a pedestrian pace with no ex- pectations of a

Lees het volledige artikel
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

Lees het volledige artikel
The intelligence that guides our investment decisions

The intelligence that guides our investment decisions

🕔09:00, 15.jan 2020

House View 2020 Outlook The document is produced quarterly by our investment professionals and is overseen by the Investment Strategy team. We hold a House View Forum biannually at which the main issues and arguments are introduced, discussed and debated.

Lees het volledige artikel
Voorkeur voor aandelen ten opzichte van obligaties blijft gehandhaafd

Voorkeur voor aandelen ten opzichte van obligaties blijft gehandhaafd

🕔14:41, 13.jan 2020

Maandbericht beleggen De spanningen in het Midden-Oosten, opnieuw aangewakkerd door de Amerikaanse aanslag op de Iraanse generaal Soleimani, beheersen sinds een kleine week het nieuws en leiden tot nervositeit op de financiële markten. Ondanks de de-escalatie van de handelsoorlog tussen

Lees het volledige artikel
Fixed Income 2020 Outlook Live your best life

Fixed Income 2020 Outlook Live your best life

🕔09:07, 10.jan 2020

Living your best life, if we understand the parlance of our times, is to say live in the moment. This seems like a reasonable strategy for short-term enjoyment, but a fairly mediocre life plan. That approach appears a reasonable analog

Lees het volledige artikel
Fixed income market update January 2020

Fixed income market update January 2020

🕔13:11, 9.jan 2020

For the quarter ended December 31, 2019, the Bloomberg Barclays U.S. Aggregate Bond Index returned 0.18%. Year to date, the index returned 8.72%. U.S. Treasuries returned -0.79% during the quarter as the yield on the 10-year U.S. Treasury rose to

Lees het volledige artikel
Voya Multi-Asset Perspectives

Voya Multi-Asset Perspectives

🕔10:35, 9.jan 2020

Good Tidings for Investors Heading into Year-End Global equities continued their climb, considerably outperforming bonds through November and the first half of December. Within U.S. stocks, relative returns across the capitalization spectrum were fairly tight. Growth outperformed value but cyclical

Lees het volledige artikel
Seizing Select Opportunities in Loans

Seizing Select Opportunities in Loans

🕔14:51, 8.jan 2020

As the United States moved closer to a phase-one trade deal with China and investors looked past the quarter’s earnings trough into 2020’s expected rebound, the rally in high yield and loan spreads continued, and even accelerated. Notably, lower quality

Lees het volledige artikel
Why we like inflation-linked bonds

Why we like inflation-linked bonds

🕔15:42, 7.jan 2020

BII Global weekly commentary We see Treasury Inflation-Protected Securities (TIPS) playing a key role as portfolio ballast against both growth shocks and inflation risks. We see global growth stabilizing and gradually picking up over the next six to 12 months,

Lees het volledige artikel
2020 appears tilted to the downside

2020 appears tilted to the downside

🕔07:00, 7.jan 2020

Major themes driving our views Slower global growth remains a concern Growth momentum is negative, but the consumer remains resilient. Trade disputes are only a symptom of broader, potentially longer-term, tension between the United States and China. With profit margins

Lees het volledige artikel

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

Load More...

Zoek op datum

januari 2020
M D W D V Z Z
« dec    
 12345
6789101112
13141516171819
20212223242526
2728293031