Monthly Archives: March 2017

Play Reflation through Real Assets and Equities

Francesco Sandrini is Head of Multi Asset Securities Solutions.  This is the second in a series of blogs in which we analyze the main inflation drivers investors should pay attention to in 2017 and beyond, as well as investment opportunities to … Continue reading

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

1. UK & Article 50 – “It’s the End of the World as We Know It”  Last week, following a bit of back-and-forth between the lower House of Commons and upper House of Lords, legislation was introduced that allows UK … Continue reading

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Dutch Dam Against Anti-Euro Tide

In the End, No Surprise After the annus horribilis in which several elections resulted in unexpected outcomes (admittedly, without the much feared negative impact on asset prices), we have now had a result that is in line with recent polls … Continue reading

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Fed Policy: Still Behind the Curve

Ken Taubes is Chief Investment Officer, US. Even while hiking interest rates today, the Federal Reserve Board (Fed) maintained its dovish sentiment. In recent weeks, Fed members began signaling that rate hikes would come sooner, raising expectations for a more … Continue reading

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

 1. ECB Meeting 24 hours. That’s the time it took the ECB hawks to break ranks and confirm what most of us suspected – that the ECB Governing Council had discussed a rate hike at the previous day’s meeting. Despite … Continue reading

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