Tag Archives: Eurozone

European Fixed Income: Still Value in Euro Subordinated Debt

Quarterly Outlook 2016 Tanguy Le Saout Head of European Fixed Income

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

1. ECB – When Doves Talk It appears likely that the U.S. Federal reserve will increase the Fed Funds rate for the first time in almost a decade at their forthcoming December meeting. This has led to speculation that the … Continue reading

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

50 Shades of QE The ECB’s September introductory statement reads “We emphasise our willingness and ability to act, if warranted, by using all the instruments available within our mandate”. It goes on to repeat what was said in the July … Continue reading

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European Equities – Where Next?

View from the European Equities desk 2015 was to be the year of European Equities. After five years of trailing the U.S. market, all eyes turned to Europe, as the power of Quantitative Easing (QE) and an expectation of greater … Continue reading

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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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