The political crisis in Italy has worsened and some markets moved into panic mode. Uncertainty related to Italy may linger for longer, but as moves have been extreme NN IP decided not to change their allocation stance yet.
Frontier Markets spielen in den Portfolios der meisten Anleger noch eine untergeordnete Rolle. Politische und finanzielle Risiken sind oft groß – doch manche dieser Länder entwickeln ihre ganz eigene Erfolgsstory.
The US earnings cycle may be near its peak but could hold steady at current levels for some time. We have more confidence in the Eurozone earnings cycle.
We look at why the latest US sanctions are unlikely to be as harmful for Russia as the 2014 ones, reinforcing the investment case for Russia.
The past week was a strong week for risky assets. The question now is how much upside exists for equity and spread products.
Der Preis für ein Barrel Öl der Sorte Brent stieg um rund drei US-Dollar und schloss auf einem Niveau von 77,12 US-Dollar je Barrel. Die Aktienmärkte ließen sich davon kaum beeinflussen: Aus Sicht des Euro-Anlegers schnitt der US-amerikanische Aktienmarkt am besten ab.
Global equities had a good start to the month before facing new investor concerns about rising bond yields and US inflation, in line with what happened at the end of January. The nerves were more pronounced in the US where the 10-year yield broke above 3% for the first time in four years.
President Trump’s tax looks set to give economic growth a small boost, but will primarily result in deteriorating public finances and growing inequality over time. We do expect core inflation to rear its head again as the labour market is nearing full employment. Therefore, more tightening of monetary policy is in the cards
Nick Watson, portfolio manager with Janus Henderson’s UK-based Multi-Asset Team, discusses why alpha-generating managers are likely to be in ever greater demand, and focuses on dynamics within fixed income. As an allocator to both active funds and passive instruments, he argues it is crucial to consider questions of ‘where’ and ‘when’ when making decisions.
„Märkte und Herausforderungen“, so der Titel einer exklusiven Diskussion. Dazu trafen sich in Frankfurt führende Fondsgesellschaften, um die gegenwärtige Marktlage zu besprechen. FundResearch stellt sechs Strategien vor. Die Experten von ODDO BHF setzen auf Aktien.
