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Fixed income market update July 2020

Fixed income market update July 2020

🕔15:00, 3.Jul 2020

For the quarter ended June 30, 2020, the Bloomberg Barclays U.S. Aggregate Bond Index returned 2.90%. Year to date, the index has returned 6.14%. U.S. Treasuries returned 0.48% during the quarter as the yield on the 10-year U.S. Treasury declined

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Monthly Index News

Monthly Index News

🕔10:00, 3.Jul 2020

Key points Stocks wrapped their best calendar quarter since 2009 during June as many economies continued their way out of lockdowns imposed to control the expansion of COVID-19. The STOXX® Global 1800 Index rose 2.7% in dollar terms during the

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Asset Allocation View

Asset Allocation View

🕔14:59, 26.Jun 2020

Market Update   Despite economic data having weakened substantially the equity rally in the US has continued unabated, with markets up over 30% from their lowest point in late March. Meanwhile, policymakers have …

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The virus has not gone away

The virus has not gone away

🕔12:50, 26.Jun 2020

Key points A genuine gap is emerging between the US and Europe on the pandemic front So far differences in policy initiatives on either side of the Atlantic have made up for this short-coming Interdependency of virus control, policy and

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Market updates

Market updates

🕔08:15, 23.Jun 2020

This week initially saw a reversal of fortunes, with risk markets rallying after last week. Equities were stronger and credit spreads a little tighter, though this mini rally tapered off  …

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Fixed Income Monthly

Fixed Income Monthly

🕔13:08, 22.Jun 2020

The FIXED INCOME MONTHLY provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team. Our investment approach is multi-strategy, with portfolio managers given clear accountability and fiduciary responsibility for all investment decisions in a portfolio. Given

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Fixed income market update

Fixed income market update

🕔07:42, 18.Jun 2020

For the month ended May 31, 2020, the Bloomberg Barclays U.S. Aggregate Bond Index returned 0.47%. Year to date, the index has returned 5.47%. U.S. Treasuries returned -0.25% during the month as the yield on the 10-year U.S. Treasury rose

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Second wave or second wind?

Second wave or second wind?

🕔15:26, 12.Jun 2020

After a strong rally from the March lows, equity markets have been range-bound. Investors are weighing hopes of a recovery against fears of a “second wave” of virus cases, high valuations, and US-China trade tensions. In this letter, we offer

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A back-to-business rally

A back-to-business rally

🕔11:17, 8.Jun 2020

Multi Asset Monthly  With economies gradually reopening, the worst of the drop in growth seems to be behind us, even if the rebound in consumption is lagging behind the bounce in industrial production. The shape of the recovery still remains

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Review of markets over May 2020

Review of markets over May 2020

🕔14:36, 4.Jun 2020

The rebound in equity markets extended into May. The impact of the COVID-19 pandemic continued to dominate markets, with an increasing focus on how countries would begin to relax their lockdown measures and how this would affect the economy. Volatility

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Index Dashboard: Europe

Index Dashboard: Europe

🕔11:44, 3.Jun 2020 Read Full Article
Monthly Market Monitor | May 2020

Monthly Market Monitor | May 2020

🕔16:11, 20.May 2020

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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Fixed Income Monthly

Fixed Income Monthly

🕔15:09, 20.May 2020

The Covid-19 pandemic remains the only real theme driving markets, as investors look for clues as to what the ultimate impact of the crisis will be on economic growth, industrial sectors and asset prices. The jury is still out, with

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Drop in economic activity as exceptional as extent of monetary support

Drop in economic activity as exceptional as extent of monetary support

🕔16:06, 18.May 2020

House View The global economy is in the midst of a major contraction. The pandemic has resulted in varying levels of worldwide shutdowns. This has caused a sharp deceleration of economic activity in the manufacturing and services sectors, offset by

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Global equities – where to from here?

Global equities – where to from here?

🕔16:29, 15.May 2020

Global Perspectives – february 2020 2019 was the culmination of an exceptionally strong decade for equity markets. By some measures the past 10 years have seen the longest uninterrupted economic expansion in US history and the longest bull market ever.

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A sudden stop

A sudden stop

🕔14:57, 15.May 2020

House views The global spread of COVID-19 and containment policies deployed to contain its spread have created an economic “sudden stop”. A sharp recession now seems inevitable, and there are many uncertainties about what follows. Market pricing discounts a 2008-like

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Bear Markets End With Recessions

Bear Markets End With Recessions

🕔14:55, 15.May 2020

On the Markets In the past month, we've experienced a full bear market, down 20%, and a full bull market, up 20%. Of course, this extreme volatility follows a period of extreme calm, during which we observed some of the

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The World Holds its Breath – So Do Capital Markets

The World Holds its Breath – So Do Capital Markets

🕔14:43, 15.May 2020

Global Market Outlook At the beginning of April, the global GLOCAP sample portfolio (50% equities, 50% cash) remains 33.3% overweight in equities. Nonetheless, the assessment of the fundamental economic market environment has changed significantly given the serious turbulence on …

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A fragile stabilisation

A fragile stabilisation

🕔14:36, 15.May 2020

Monthly Investment Brief It seems futile indeed to make predictions about the economy and the market when there is so much uncertainty about the pandemic itself. To be perfectly honest, no one really knows how things are going to pan

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Fiscal and monetary support vs an economy in lockdown

Fiscal and monetary support vs an economy in lockdown

🕔14:27, 15.May 2020

House View April 2020 The global Covid-19 virus outbreak has led to a series of unprecedented measures as governments seek to mitigate its spread. The lockdowns that were decided have caused a major and abrupt global economic slowdown. Many industries

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Review of markets over April 2020

Review of markets over April 2020

🕔14:18, 15.May 2020

After the severe shock in March, markets rebounded strongly in April. COVID-19 continued to spread globally, but some countries saw daily new infection rates start to fall and are now planning to gradually reopen their economies. Governments and central banks

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Asset Allocation – April 2020

Asset Allocation – April 2020

🕔16:11, 11.May 2020 Read Full Article
Assessing the shape of the recovery

Assessing the shape of the recovery

🕔09:40, 11.May 2020

Multi Asset Monthly  The outlook looks binary and will depend on developments in the Covid-19 data (second wave or vaccine) and the effectiveness of policy measures implemented to prevent permanent damage to the economy. In the best-case scenario, this could

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Monthly OpinioPro Statistics – April 2020

Monthly OpinioPro Statistics – April 2020

🕔10:43, 6.May 2020

April In this blogpost, we will update you on our monthly best-reads and longest-reads. If you follow our weekly blogposts, you know the best read research articles on a weekly basis. In this monthly overview, we provide you with a

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Fixed income market update May 2020

Fixed income market update May 2020

🕔09:03, 6.May 2020

For the month ended April 30, 2020, the Bloomberg Barclays U.S. Aggregate Bond Index returned 1.78%. Year to date, the index has returned 4.98% U.S. Treasuries returned 0.64% during the month as the yield on the 10-year U.S. Treasury declined

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"The Bumpy Road to a “Day After” Renaissance" -> https://www.opiniopro.com/2020/07/amundi/the-bumpy-road-to-a-day-after-renaissance/

Aanstaande donderdag 9 juli 13:00 is het webinar 'Asset Allocatie Consensus Online'. We gaan met Hans Stegeman en William de Vries @TriodosIM in op ESG en impact beleggen. Aanmelden kan via: https://www.alpharesearch.nl/event/asset-allocatie-consensus-online-juli-2020/

"Road to Recovery" -> https://www.opiniopro.com/2020/07/opiniopro-selection/road-to-recovery/ #recovery #credit #monetarystimulus #spreads

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