Allocation & Trend
Opinion,
October 2017
Corporate bond opportunities in a late-cycle market
According to Alasdair Ross Head of Investment Grade and Senior Portfolio Manager, EMEA, Global corporate portfolios offer issuer and security selection alpha potential over and above that found in US Dollar, Euro and Sterling only (...)
Opinion,
October 2017
Who will by the next Chair of the US Federal Reserve?
President Trump has signalled he is close to announcing his choice of the next Fed Chairman, from a shortlist of five candidates.
Opinion,
October 2017
Gold, Mines and Natural Resources: The greenback picks up
Having reached their highest point since August 2016 ($1,357.6/oz), gold prices slumped, falling below $1,300/oz and weighing on their 100-day average. Janet Yellen’s more hawkish speech at the last FOMC pushed up to 70% the likelihood the Fed will raise key rates in (...)
Interview ,
September 2017
Julien Bras : « We have about one hundred securities, with 89 % of our assets invested in green bonds »
According to Julien Bras, co-fund manager of the Allianz Green Bond fund, the strategy invests primarily in green bonds issued by companies, government agencies and supranational entities...
News,
September 2017
Gilt wobbles fuel Global Macro strategies
Mounting signals that the latest leg of the bond market rally has started to reverse fueled hedge fund strategies last week. Most recent inflation prints outpaced expectations both in the U.S. and the U.K., as consumer prices rose +1.9% and +2.9% year-over-year in August, (...)
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Equities head for choppy ride as higher yield market takes hold