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Strategy, September 2016

Who is buying US equities ?

While the S&P 500 continues to brush up against its all-time highs and valuations remain relatively rich, we consider below the profile of US equity investors in light of the different sources of information that are available. First, note that the excess demand is not (...)

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Strategy, September 2016

Fixed Income : The Risk of Safety

The near-record lows now prevailing for sovereign bond yields reflect persistent anxiety about the outlook for growth around the world. Yet the global economy continues to expand — and inflation remains muted in the world’s largest economies. As a result, U.S. Treasuries — (...)

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Strategy, August 2016

Who is still bullish on equities?

After a glorious and rather calm summer, characterised by a broad-based rally by risky assets, range trading by govies and declines in risk perception and volatility, which we examined last week, we now propose to run through the exposure of the main categories of (...)

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Strategy, August 2016

Beware... as risk perception is at a low ebb

While US equity markets are setting new all-time highs and inflows into emerging markets are picking up, spurred by the global improvement in the macroeconomic news flow, the Natixis risk perception index (RPI), covered at regular intervals in our publications, has declined (...)

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Opinion, July 2016

Interest rates: Brexit and term premiums

Since the announcement of the vote for Brexit at the UK referendum, long-term interest rates have plunged to record lows across all major currencies. The US 10-year interest rate hit an all-time low of 1.32% on July 6, before rebounding to 1.47% on July 12. But are these (...)

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