Die European Fixed Income Opportunities-Strategie ist darauf ausgelegt, Anlegern im aktuellen Niedrigzinsumfeld wettbewerbsfähige Renditen zu bieten, in volatilen Marktphasen Wert zu erhalten und einen wichtigen Beitrag zur Diversifizierung des Portfolios zu leisten.
Wie bereits erwähnt, besteht das Gute an Aktien darin, dass es lediglich zwei Arten gibt, Geld zu verlieren: sinkende Erträge oder sinkende Multiples. Ende 2017 bereitete uns die Bewertung des Marktes Sorge.
Tariffs applied during the U.S.-China trade war have paradoxically not raised U.S. inflation. In our latest insight, Tug-of-War: “How I stopped worrying about inflation and learned to love tariffs,” we examine the tug-of-war pitting the direct inflationary effects of tariffs against the indirect deflationary impact of other forces at play.
Financial markets continued their good run in July, with the S&P 500 Index hitting a new all-time high on July 26 and the U.S. Federal Reserve (Fed) cutting rates on July 31 for the first time in 11 years.
Wer ist Klassenbester, wenn Basiskonsumgüterunternehmen wieder die Schulbank drücken? Das International Equity Team zur Marktführerschaft im digitalen Zeitalter.
We see a positive second half of the year for fixed income, with mortgages as our favorite area of opportunity. Jim Caron shares his views.
MSCI’s inclusion of China A-shares into global indices will undoubtedly boost investor focus.
The high usage and scarcity of water have become consequential issues not only for human health, but for the global economy. A lot of economic activity is reliant on water—a lot of water.
Central Banks seem poised to do all in their power to keep the expansion rolling. The Global Fixed Income team shares their review of the first half of 2019 and their outlook for the second half.
Fixed income markets are behaving a lot like last year. Is this déjà vu? We don’t think so. The key difference is that the Fed is in play and can cut rates. The Global Fixed Income Team shares their view.
