Tag Archives: ECB

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

Posted in Fixed Income, Markets, Uncategorized | Tagged , , , , , , , | Leave a comment

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

Posted in Economy, Industry Insights, Markets | Tagged , , , , , , , , , ,

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

Posted in Economy, Industry Insights, Markets | Tagged , , , , , , , , , , , ,

Friendly Central Banks, Friendly Markets?

The Central Bank bonanza has continued to lift financial markets, especially risky assets, towards new highs. This has happened in a weak economic framework, for most of the areas, further exacerbating the divergence between financial markets and economic fundamentals. The … Continue reading

Posted in Economy, Industry Insights, Markets | Tagged , , , , , ,

The 2015 Global Risk Map: Hedging Geopolitical Challenges

Central Banks are likely to continue to dominate the global economy as well as financial markets again in 2015. Asset prices will likely benefit from abundant liquidity. However, divergent monetary policies required by divergent growth paths can be expected to … Continue reading

Posted in Markets, Multi Asset, Economy, Fixed Income, Equity | Tagged , , , , , , , , ,