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Opinion
Opinion,
February 2017
Riding a global earnings upswing
Upbeat global earnings are confirming that the benefits of reflation ? rising wages, growth and inflation ? are spreading beyond the U.S. We see room for more upside for corporate profits, especially in Europe and (...)
Opinion,
February 2017
Opportunities in Mexico despite Trump
I recently met with a number of companies in Mexico. Obviously it is a very topical time to be in that part of the world, given everything President Trump has said and done to shift the tone of the US’s relationship with its southern neighbour. I came away from the trip (...)
News,
February 2017
French Credits – En Garde!
According to BofA Merrill Lynch Global Research report Euro credit is currently 85% correlated by moves in OAT spreads now and French elections matter a lot for credit as there is Eur 410bn of French IG debt outstanding. So far French IG credits have widened 6bp since early (...)
Opinion,
February 2017
So long, bond bull market
According to Jim Cielinski, Global Head of Fixed Income, Columbia Threadneedle, Key drivers shaping bond markets have changed. Keeping a global perspective and knowing which macro signals to watch for can help you prepare for changes in bond (...)
Opinion,
February 2017
Upgrading European equities; downgrading EM debt
We are upgrading our view of European equities to overweight from neutral. We see European stocks as big beneficiaries of the broadening global reflationary environment and believe investors are too skeptical of the region’s (...)
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Equities head for choppy ride as higher yield market takes hold