Going into 2021, we expect the haze of uncertainty wrought by COVID-19 and U.S. politics to lift. For the global economy, this could translate into meaningful growth catalysts.
Despite low levels of interest rates, there are many investment opportunities for 2021, but only if you know where to look.
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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.
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.
