Der November war ein spektakulärer Monat für die Märkte. Der Anstieg des MSCI World Index von 13% war das beste Monatsergebnis seit Januar 1975.
Wachstumstitel verzeichneten im Sommer eine außergewöhnliche Rally. Häufig stellen uns Anleger die Frage, ob wir am Beginn einer Value-Rally stünden - möglicherweise nicht sofort, aber kurz- bis mittelfristig.
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
October was an unusual month. Waves were coming from all directions and financial markets struggled to understand and react to all the possible scenarios and permutations.
The GBaR team provides an update on its latest market views and asset allocation positioning.
The Global Fixed Income Team’s newly enhanced Sovereign Sustainability Model is a significantly updated and comprehensive approach to evaluating ESG performance for Sovereign issuers.
Our Global Fixed Income team discuss a “most challenging month for financial markets” and argue their long risk position is the best way to position portfolios.
As we enter the last quarter of 2020, we face some obstacles which threaten the road to recovery.
