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The views expressed here regarding market and economic trends are those of Investment Professionals, and are subject to change at any time. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of Pioneer. There is no guarantee that these trends will continue.
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Author Archives: Cosimo Marasciulo
This is the first of a series of blogs in which we will analyze the main inflation drivers that investors should consider in 2017 and beyond, as well as investment opportunities to deal with higher inflation across fixed income, equity and … Continue reading
Dovish Start, Hawkish Finish 1. Slightly More Dovish Opening Statement than Expected The second line of the press release was more dovish than expected – “The Governing Council continues to expect the key ECB interest rates to remain at present … Continue reading
Do you think we are at a turning point or regime shift for fixed income in 2017? Yes, we think so. We think that fiscal policy will play a much more important role going forward. We think that Central Banks … Continue reading
5 Key Take-Aways from Today’s ECB Meeting 1. No Change in the ECB’s Deposit Rate As expected, the ECB (European Central Bank) left the deposit rate unchanged at -0.40%, whilst keeping the refinancing rate also unchanged at 0%. Pretty much … Continue reading
(Part two of two.) I recently discussed some thoughts on Fixed Income Opportunities ahead of next Central Banks’ meetings with my colleagues Mike Temple, Director of Credit Research, US and Mauro Ratto, Head of Emerging Markets. We think we are closer … Continue reading