Allocation & Trend
All the articles related to institutional allocation and trends
Allocation & Trend
Opinion,
August 2015
The calm after the storm
During the first months of the year, investors were plain sailing, helped by easy monetary policy, robust economic data and stronger currencies. In euro terms, almost all asset classes generated positive returns...
Opinion,
August 2015
Renminbi depreciation, an unexpected but welcome move
The depreciation of the Chinese currency took many investors by surprise. And a surprise it was, although not necessarily a negative one, says Victoria Mio.
Opinion,
August 2015
How will China’s devaluation impact eurozone equities ?
China’s central bank has taken steps to devalue the renminbi. The initial direct impact on eurozone equities is fairly limited but certain sectors and companies have more pronounced exposure...
Opinion,
August 2015
Fed in focus
Stéphane Monier, Chief Investment Officer of Lombard Odier (Europe) S.A. reviews the outlook for US interest rates after the Federal Reserve’s statement of 30 July...
Strategy,
July 2015
Bond market headaches: The Fed and Greece but select opportunities remain
A cagey US Federal Reserve and unfinished business in Greece will likely continue to unsettle the credit markets, but Australian government bonds may offer one route to mitigate risk, and select opportunities exist in countries such as Cyprus and India, according to Ariel (...)
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