Tag Archives: markets

Value Rally to Take Hold Again?

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

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What Will a Trump Victory Mean for Investors?

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

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European Equities – A Balancing Act

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

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

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

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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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