Allocation & Trend
All the articles related to institutional allocation and trends
Allocation & Trend
Opinion,
June 2017
Fidelity Fixed Income Monthly: US Duration offers welcome protection
As June’s Federal Open Market Committee (FOMC) meeting approaches in the US, Andrea Iannelli, Fixed Income Investment Director at Fidelity International, outlines why US duration offers welcome protection for investors.
Strategy,
June 2017
Don’t give up on duration
With interest rates likely to remain low for the foreseeable future, investors continue to face the dilemma of how to achieve a good level of income while carefully managing their risk exposure.
Opinion,
June 2017
Paris Agreement : With the US abdicating its responsibility, the leadership will be taken up by others
With the US abdicating its responsibility, the leadership will be taken up by others. China has already signalled its keenness to take up the mantle. Other countries may also see an opportunity to get ahead in the race to a low-carbon (...)
Strategy,
May 2017
Should we still play reflation trades?
Since Donald Trump was elected, investors have gradually been reassured on their fears on deflation, growth in emerging markets, and uncertainties on the euro area, which had dented appetite for risk between end-October 2015 and mid-February 2016. They therefore played the (...)
Opinion,
May 2017
Brazil : Political risk is back
Just as political risk seemed confined to developed markets, Brazil sent a stark reminder yesterday that presidential upheavals are not something buried in Emerging Markets’ past.
|
|
|
© Next Finance 2006 - 2025 - All rights reserved
2017 outlook: China equities 