Monthly Archives: September 2016

Will International Equities Finally Outperform?

Marco Pirondini is Head of Equities, US and Portfolio Manager of global equity strategies. Since 2009, US equities have been on a roll compared to international equities. We think this is about to change. The primary reason US equities have … Continue reading

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2 Things the European Investment Grade Fixed Income Team Talked About Last Week

Bank of Japan – Some Further Thoughts As we have had more time to digest the announcements from the Bank of Japan (BoJ) last Wednesday, there are a number of things that catch our attention. Firstly, my old university economics … Continue reading

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Fed Monetary Policy: A Moving Target

As expected, the Federal Reserve Board yesterday left interest rates unchanged following the September meeting of the Federal Open Market Committee. In its statement following the meeting, the FOMC said, “The Committee judges that the case for an increase in … Continue reading

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Key Take Aways from Today’s Bank of Japan Meeting

1. Following a comprehensive assessment of monetary policy settings, the Bank of Japan (BoJ) this morning announced “tweaks” to their settings rather than radical changes. Prior to the meeting, press reports had suggested that the BoJ were split in terms … Continue reading

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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

1. Japanese Government Bonds – Canaries in the Coalmine? In late January 2016, the Bank of Japan (BoJ) surprisingly cut their deposit rate to -0.10%, despite BoJ Governor Kuroda denying that he had contemplated such an action only a few … Continue reading

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