Tag Archives: ECB

Extracting Opportunities in European Equities – Focus on France

French Equities – Core Country but Not Core Holding? Given the increased interest in European Equities at this point – this is the second in a series of blogs focusing on different countries in the Eurozone and potential opportunities within … Continue reading

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Why did bonds sell off and yields rise?

Views from the European Investment Grade Fixed Income team Numerous reasons have been advanced for the rise in bond yields, ranging from credible to not very credible. Let us look at some:

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Who Buys Bonds With Negative Yields?

As part of the European Investment Grade Fixed Income team, some very common questions we are asked as we meet investors and clients are; why would anyone buy a bond with a negative yield? Why buy a bond that is … Continue reading

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ECB QE Dominated Headlines – But Oil’s Drop was Bigger than Euro’s

As the European Central Bank’s Quantitative Easing Program started last week, the euro fell roughly 3% against the U.S. Dollar, Yen and Yuan, which were all roughly flat against each other. The euro, which had fallen from $1.21 at year-end to $1.12 … Continue reading

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Strong Jobs Report: Good for the Economy, Bad for Investors

Last week the Labor Department released another very strong jobs report.  That was good news for the economy, but bad news for investors.  Payroll employment rose 295k, with revisions of -18k and the trailing 6-month average of 293k is at a … Continue reading

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