Tag Archives: economy

China: A Crisis of Confidence?

The tightening measures implemented by the Chinese authorities on margin financing, used by Chinese retail investors, may have curbed margin activity in recent weeks. Despite having fallen by more than a third from its peak levels, participation in domestic equity … Continue reading

Posted in Economy, Uncategorized | Tagged , , , , , , , | Leave a comment

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

Posted in Equity, Markets, Uncategorized | Tagged , , , , , , , | Leave a comment

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:

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

Chinese Rates – What’s Next?

A View from the Emerging Markets Desk Following several months of disappointing inflation data, the Chinese Central Bank moved to cut rates on Sunday. The People’s Bank of China (PBoC) cut the benchmark interest rate by 25bps, the third cut … Continue reading

Posted in Emerging Markets, Markets, Uncategorized | Tagged , , , , ,

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