"Fixed Income Investoren sollten ihre Erwartungen, in diesem Jahr die Renditen von 2019 zu erreichen, zurückschrauben“, so Alexander Pelteshki, Co-Manager des Kames Strategic Global Bond Fund.
A recovery in China’s renminbi should lift other Asian currencies offering fixed income investors a valuable source of return.
Colin Fleury, Head of Secured Credit, shares his views on fixed income markets for the year ahead. While 2019 was generally a strong year across risk asset classes, he believes caution may be warranted in 2020.
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.