In many ways, October was a continuation of the developments that started in September. Government bond yields rose on better (although still far from good) economic news; political risks receded further as significant negatives (i.e., the U.S./China trade dispute and Brexit) eased.
Die international tätige Vermögensverwaltungsgesellschaft Janus Henderson hat ihren vierteljährlichen „Fixed Income Compass“ für das vierte Quartal veröffentlicht. Darin geben die Investmentexperten der Gesellschaft eine Orientierungshilfe im Rentenmarkt.
A bit of optimism and sticker shock arrived in September. After exceptional performance in August, September proved much more challenging as news flow turned less dire (although not necessarily positive) and government bonds were no longer so attractive.
Von Chris Gannatti, Head of Research Europa, WisdomTree
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.
Da die quantitative Lockerung (Quantitative Easing, QE) in der Eurozone wieder anlaufen soll, dürften extrem niedrige oder negative Zinsen auf absehbare Zeit anhalten.
The global economy is cruising at just the right temperature for growth…now only if those pesky trade issues would go away! The Global Fixed Income team shares their views and outlook.
Capital Group Global High Income Opportunities (LUX) feiert 20-jähriges Bestehen.
Optimism abounds that the markets are on the right path for 2019, and we agree! We believe easy monetary policy and lower real yields will support economies and lengthen the business cycle. MSIM’s Global Fixed Income Team shares their views.
John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.