Opinion
Opinion,
November 2015
Bond yields are heading up
According to Christophe Donay, Chief Strategist at Pictet Wealth Management, Bond yields are heading up. The rebound in equity markets since the beginning of October, looks largely played out, with further gains dependant on a turnaround in earnings forecasts. Yields on DM (...)
Opinion,
November 2015
The great bond bull market is not over
Despite talk of a ‘great normalisation’ of monetary policy, persistent deflationary pressures mean global interest rates are set to stay lower for longer, according to Ariel Bezalel, manager of the Jupiter Dynamic Bond (...)
Opinion,
October 2015
The Fed’s Three Problems
First, let’s start with an apology: All too often this year our notes have focused on the U.S. Federal Reserve, or global monetary policy in general. In our defense, as the global economy becomes more dependent on debt, in all its forms, the importance of servicing that debt (...)
Opinion,
October 2015
Indicators still good for European earnings
According to Tim Stevenson, Head of Europe Equity at Henderson Global Investors, with a clear increase in nervousness in recent months – especially August and September – it is perhaps time to ask “is that it in Europe”?
Opinion,
October 2015
Market shakeout is not the new normal
A rare market shakeout in which all major asset classes fell over the past six months is not the ‘new normal’, says Lukas Daalder, Chief Investment Officer for Robeco Investment Solutions.
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Alternative risk premia weathering Brexit storm well