Quarterly markets review – Q1 2019
A review of Q1 2019 when equities rebounded, supported by market expectations that the Federal Reserve will not raise interest rates this year.
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Fixed Income Update
Fourth Quarter 2018 Key Points U.S. economic data remained firm, but signs of a potential slowdown in the U.S./global economy have been growing. The yield curve flattened, with the spread between 2 & 10-Year Treasurys reaching its lowest level in
Review of Markets
Over the fourth quarter of 2018 The final quarter of 2018 was not good for equity markets. Investors have had to contend with rising US central bank interest rates, a sharp slowdown in eurozone business confidence, weaker Chinese growth and
Review of Markets
Over the fourth quarter of 2018 The final quarter of 2018 was not good for equity markets. Investors have had to contend with rising US central bank interest rates, a sharp slowdown in eurozone business confidence, weaker Chinese growth and
Top of Mind: Three ideas for the final quarter of 2018
Each quarter, Multi-Asset Strategist Adam Berger takes a quick tour of what he’s hearing from total-return-focused investors and what’s “top of mind” in terms of strategic and opportunistic ideas. Here we highlight some of his thoughts from the latest session
Third Quarter 2018 Review and Outlook
The S&P 500 posted its best quarterly results in 5 years, with a nearly 8% gain, bringing year to date returns close to 11%. Every industry sector posted higher returns, paced by healthcare (+14%). The laggard was materials (+.04%) which
Is the economic cycle shifting?
In this Issue Many investors fear the economy may shift into recession, as all good things must come to an end. We don’t share their nearterm pessimism. However, ten years into a US expansion, we do see rising market volatility
L/Sequity Half-Year Review
The Weekly Brief Coping With Political Uncertainties. This week, hedge fund returns were dragged by CTAs. Early signs of the Bank of Japan moving out of zero interest-rate policy hit their Japanese bonds and short JPY positions. Some Event-Driven strategies also
Quarterly Review Second Quarter 2018 Guiding Light
The Guiding Light The Guiding Light holds the title of the longest-running soap opera of all time. When it was canceled in 2009, it had tallied 18,262 episodes over 57 seasons. The show started its run in 1952 – coincidentally
Review of markets over the second quarter of 2018
Market Review After a tricky first quarter, most equity markets have had a better second quarter. This has been helped by data confirming that the first-quarter weakness in US consumption was a temporary blip. US retail sales grew by over
Multi-Asset Solutions Weekly Strategy Report
A review of global markets and portfolio positioning in Q1 Equity market volatility made a comeback in the first quarter of 2018, with the VIX index gaining 9 points and the MSCI All Country World Index performing poorly, returning -0.96%.
Multi-Asset Solutions Weekly Strategy Report
A review of global markets and portfolio positioning in Q1 Equity market volatility made a comeback in the first quarter of 2018, with the VIX index gaining 9 points and the MSCI All Country World Index performing poorly, returning -0.96%.
Overview of markets in Q1 2018
Quarterly Markets Review Global equity markets declined in Q1 with investors unnerved first by concerns about the path of US interest rate rises and then worries over trade. Global bond markets reflected higher inflation, with most major government bond yields
Bond Fund Prices Fall in Q1
Executive Summary Fixed income funds retreated 0.56% on average for Q1 2018, a dip of 1 percentage point from their positive 0.46% return for Q4 2017. While all fi ve of Lipper’s fund macro-groups had posted gains for Q4, only
Perspectives Global Equities
Q4 2017 Economy and markets Another strong quarter for global equities; energy rally continues Factors Quality and Momentum continue to outperform Earnings Remain robust but sentiment is now close to record levels Valuation A record-breaking year for global equities
Fixed Income Update
Q4 2017 Key Points The Treasury curve flattened as the Federal Reserve raised its benchmark fed funds rate 25 basis points in December. This was the fourth increase since December 2016. The new U.S. tax policy may favor municipal bond
Overview of markets in Q4 2017
Quarterly Markets Review Global equities capped off a strong year with gains in the fourth quarter. In fixed income, the US Treasury and German Bund yield curves flattened. The S&P 500 made a strong advance in the quarter, buoyed by
Multi-Asset Solutions Weekly Strategy Report
A review of global markets and portfolio positioning in Q4 Global growth remained strong and well-distributed geographically in the fourth quarter. The resurgent global manufacturing cycle is helping lift investment outlooks across developed and emerging economies. Inflation pressure stayed muted.
Q3 2017: A more challenging quarter for active management
Blending active and passive management in Q3 Most active managers trailed passive investments in Q3. For example, the average active equity manager underperformed by 0.7% In fixed income, the decreasing rate environment impeded many managers. This was most obvious among
European Smart Beta ETF Market Trends
Lyxor ETF Research Q3 2017 in brief The European Smart Beta ETF market had modest inflows of EUR555m in Q3 2017. Net New Assets at the end of the quarter stood at EUR4.0bn, meaning total Assets under Management were up
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