Search results for: central banks

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Is Europe Heading for Japanese-style Deflation?

There are many parallels between the euro area today and Japan in the 1990s. The euro area appears to be on track to avert deflation in the short term.

Tagged with: Equities, Global Economy, Investing, Markets

October — It always seems to happen in October!

Markets are now asking what happens if growth slows again in the U.S. and/or weak and slowing growth in Europe, Russia and China drags down U.S. and U.K. growth?

Tagged with: Economy, Equities, Fixed Income, Global Economy, Investing, Markets

Is there opportunity in small-cap banks?

As profitability rebounded from the financial crisis and return on assets improved in 2012 and 2013, the banking industry once again began to outperform. We continue to see growth in commercial and industrial loans as a positive indication for the economy.

Tagged with: Equities, Investing, Markets

Finding bond opportunities throughout the business cycle

Global bond markets respond in different ways throughout the business cycle. A flexible strategy can adapt its risk complexion to capture opportunities and mitigate downside.

Tagged with: Fixed Income, Investing

Is Europe heading for Japanese-style deflation?

Although there are many differences that should ensure that the eurozone does not follow Japan‘s fate, policymakers will need to act forcefully if the risk of deflation intensifies. While the euro area appears to be on track to avert deflation in the short term, many euro countries are “one crisis away from deflation.”
The European Central Bank (ECB) claims to be ahead of the game, but policy needs to be more pro-active.

Tagged with: Global Economy, Investing

To infinity and beyond!

Financial markets are now questioning the time limit on an infinite QE policy and what lies beyond its expiration. While volatility and corrections are unpleasant, they can motivate investors to focus on fundamental issues such as capital investment and labor productivity.

Tagged with: Economy, Investing, Markets

Is the ECB’s stimulus a positive for European stocks?

Under yesterday’s expanded QE programme, the European Central Bank (ECB) will implement combined monthly purchases of €60bn to end September 2016 or until there is sustained improvement in path of inflation (i.e,. a far-reaching commitment,  though they have said they will not buy more than 25% of the outstanding stock).

Tagged with: Global Economy, Markets

In the land of 7 footers, 6’8″ plays guard

The expected real return on most “safe haven” assets is currently negative. Risk seeking behavior could result in a bubble encompassing all risky assets.

Tagged with: Asset Allocation, Economy, Equities, Fixed Income, Global Economy, Investing, U.S. Economy

U.S. rates — When the facts change

Prospective returns for Treasuries now look poor across the curve—not just at the front end. Yield curves tend to flatten as central banks raise short-term rates, but valuations have now moved beyond the point where these trades make sense.

Tagged with: Economy, Fixed Income, U.S. Economy

India’s new government fires investor enthusiasm

The landslide victory of the pro-business Bharatiya Janata Party (BJP) has transformed investor sentiment towards India. As the new government puts its stamp on policy, it will create investment opportunities not only in the domestic economy but also in sectors exposed to government-led reform.

Tagged with: Global Economy, Investing
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