The meeting between President Trump and President Xi in April removes a cloud hanging over the equity market. This comes at a time when fears over debt levels have been well discounted, while growth appears to have stabilised nicely at a relatively high level. Furthermore, (...)
According to Richard Turnill, BlackRock’s Global Chief Investment Strategist, if we look at the earnings yield of U.S. equities — the implied yield in earnings estimates that makes potential returns comparable to bond yields. U.S. equities look expensive on this basis. But (...)
According to Mark Burgess, CIO EMEA and Global Head of Equities, Columbia Threadneedle Investments, an unwinding of QE could cause increased volatility in the markets and a fight for remaining liquidity, as the supply of government bonds starts to (...)
Developments in the UK have led us to renew our focus on the region in recent weeks, amidst the start of Brexit negotiations and the general election. We have not made any changes to our neutral position on UK equities and UK rates, or our negative view on (...)
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.