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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.
This material is not intended to replace the advice of a qualified attorney, tax advisor, investment professional or insurance agent. Before making any financial commitment regarding any issue discussed here, consult with the appropriate professional advisor.
Tag Archives: markets
European Value Rally Take 2? After a decade in the doghouse, Value Equities in Europe saw a resurgence of interest last Summer, as bond yields moved higher and investors looked for ways to play the reflationary trade. Given the high … Continue reading
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
Party Season for Politics Market Complacency over the last number of months has surprised the European Equity desk. This complacency was likely predicated on two factors – investor sentiment around global growth improving somewhat and a view that central banks … Continue reading
1. Spain – Politics to the Fore Again Spain has been without a government since national elections in December 2015. No party has managed to secure a majority in those elections, leading to the most fragmented parliament since 1977. A … Continue reading
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