Allocation & Trend
All the articles related to institutional allocation and trends
Allocation & Trend
Opinion,
April 2018
US yields break 3% threshold for the first time in four years
Yields on10-year US Treasuries temporarily broke through 3% last week to the highest level since early 2014. We expect rising US wage and price pressures, a more assertive Fed and a higher fiscal deficit to help yields ultimately pass this threshold on a more persistent (...)
Opinion,
April 2018
Debt, Tech and Trade Wars Cloud the Investment Horizon
Volatility is back with a bang this year after a period of extraordinary calm. During the first quarter of 2018, the S&P 500 Index rose or fell by at least 1% in 23 trading sessions, compared to eight such sessions in all of 2017. The renewed turbulence, triggered by a (...)
Opinion,
April 2018
Russia now - should investors be bold or sit on the sidelines?
People are drawing parallels with the Crimean annexation and sanctions put in place then - which heavily impacted the Russian market. But the macroeconomic Russian situation is very different today - it is much (...)
Video,
April 2018
Inflation is back!
According to Valérie Quesada and Christophe Dehondt, Rate & Inflation Manager at CPR Asset Management, 2018 is the year of the return of inflation. It returns from the United States and will be transmitted to the Euro Zone. We should see 10-year inflation expectations at (...)
Opinion,
April 2018
The US vs China: An unlikely trade war
Trump’s bark is worse than his bite and despite the recent headlines, the likelihood of a full-blown trade war with China is slim, says Ross Teverson, manager of the Jupiter Global Emerging Markets Fund. Despite the protectionist rhetoric, a sensible agreement on trade (...)
|
|
|
© Next Finance 2006 - 2025 - All rights reserved
Equities head for choppy ride as higher yield market takes hold