Tag Archives: Europe

A Multi-Asset Response to Rising Bond Yields

Balanced Strategies Desk Reema Desai looks at three ways the team believes alpha can be generated against an environment of rising yields. Reema also outlines what investors might consider going into Q3 2015

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European Equities: Range Bound, but Expect New Catalyst to Arrive

View from the European Equities Desk In our last quarterly update, Fiona English highlighted the possibility of greater volatility and perhaps some periods of consolidation. This has indeed transpired, but what next? Fiona talks us through what we can expect … Continue reading

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7 Things you Need to Know about Greece

1. Despite 61% of voters in the recent referendum rejecting the creditors terms, Greek Prime Minister Alexis Tsipras put the terms to a parliamentary vote. The deal was presented as a necessary evil, with Greece having no choice but to … Continue reading

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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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