Tag Archives: Japan

Fixed Income: How to Invest in a Higher Inflation World

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

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Japan: Thank you Trump!

Alessia Berardi is a Senior Economist. What is in store for the Japanese economy in 2017? We believe that sounder domestic fundamentals and support from a weaker yen should improve the Japanese outlook. Looking back at 2016, two factors resulted in … Continue reading

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Global Equities: Drivers and Risks for 2017

Marco Pirondini is Head of Equities, US at Pioneer Investments. A Constructive Outlook for 2017 We are constructive on the outlook for the global economy going into 2017, given the renewed attention on fiscal policies that will work alongside continued … 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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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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