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June 2018

Strategy Stockpicking strategies remain in the driving seat

Market developments in May saw some trend reversals across the fixed income and commodity space. On the one hand, the unfolding of the Italian political crisis coincided with a rebound of U.S. Treasuries during the second half of May. On the other (...)

June 2018

Innovation State Street Global Advisors launches euro hedged share class of SPDR Thomson Reuters Global Convertible Bond UCITS ETF

State Street Global Advisors, the asset management arm of State Street Corporation announced the launch of a euro currency hedged share class of the SPDR Thomson Reuters Global Convertible Bond UCITS ETF.

June 2018

Opinion Macro Managers are scratching their heads just like you

Europe took center stage this week, with further developments in the Italian political saga reminding investors that there are still powerful Eurosceptic forces at play and forcing investors to end their hopes of meaningful eurozone reforms. However, fading prospects of (...)

June 2018

Opinion Back to inflation: The inflation theme enjoys a more favourable momentum in the euro zone

The first estimates of May’s figures show very clearly that overall inflation has accelerated after several months of stability, proof that the ECB’s accommodating policy is being efficient. The analysis of Thomas Page-Lecuyer, Senior investment specialist at CPR (...)

June 2018

Opinion Political uncertainty weighs on Italy

Italy’s struggle to form a government and the threat of a new election have caused bond spreads to widen, signaling market concerns. Despite Italian bonds recovering, volatility is running high and investors need to ask whether there will be a contagion impact across Europe (...)

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