Monthly Archives: November 2016

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

1. UK – All I Want for Christmas are More Gilts  Last week the UK Chancellor (or Minister for Finance) unveiled what is known as the Autumn Statement – a kind of update on the UK government’s tax and spending … Continue reading

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

1. Inflation Expectations – Too Much Too Soon? The period since the surprise election of Donald Trump as the 45th President of the United States has been characterised by a significant increase in inflation expectations, at least compared to the … Continue reading

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Third Quarter Bond Fund Flows and the Perils of Passive

Gabriel Altbach is Pioneer’s Head of Global Strategy and Marketing.  The third quarter brought fixed-income funds back into the spotlight, as net flows reached nearly €240 billion globally between July and September 2016. The year-to-date (YTD) figure is even more … Continue reading

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1 Thing the European Investment Grade Fixed Income Team Talked About Last Week

“Sometimes I’ve believed as many as six impossible things before breakfast” The Queen, “Alice in Wonderland” (Lewis Carroll) Well well well – what a week that was!! First an unexpected (at least to most of us on the European Investment-Grade … Continue reading

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What Will a Trump Victory Mean for Investors?

Just as with Brexit, markets underestimated the strength of the populist movement yesterday, when Donald Trump was elected the 45th president of the United States. Short-term reactions aside, what will this shift in US political leadership mean for the economy … Continue reading

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