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  • Italy is the eurozone economy most likely heading for a ‘lost decade’ download

    White papers 5 November 2019

    As Japan found out the hard way, a healthy banking sector is key to restoring health to an economy. But Europe’s third biggest economy, with its vastly undercapitalised banks, looks destined to remain in the doldrums for some time...

  • The stage is set for a rebound in unloved European value stocks download

    White papers 5 November 2019

    Investors have been troubled by the region recently, with a growing feeling that it is mirroring Japan’s ‘lost decade’. But there are reasons to be positive about it, and we are bullish on defensive stocks which we believe are currently trading too cheaply...

  • Threadneedle (Lux) European Social Bond Fund - Annual Social Impact Report download

    White papers 30 May 2019

    The Fund, the first of its kind in Europe, aims to deliver both a financial and a social return by investing in corporate bonds across Europe. It has a clear focus on supporting positive outcomes for individuals, communities or society as a whole.

  • In Credit download

    White papers 8 April 2019

    Should I stay… or should I go?

  • In Credit - Life in the slow lane download

    White papers 18 March 2019

    Government bonds remain supported by evidence of a slowing in the global economy. This was reflected in the decline in Machine Tool Orders in Japan (See chart of the week), which were lower by 29% on an annual basis at the most recent reading. The US market outperformed last week with yields falling by 4bps for 10-year bonds.

  • Asset Allocation Update: Strong earnings prompt US equities upgrade download

    White papers 30 May 2018

    Amid background noise such as ongoing trade skirmishes involving the US, the evolving Chinese economy and geo-political tensions, we have spent time analysing recent market movements and the implications for risk assets.

  • Daisuke Nomoto: Japan - more tailwinds than headwinds for 2018 download

    White papers 13 March 2018

    With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.

  • Reaction: Italian election download

    White papers 7 March 2018

    The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.

  • Fixed income playbook 2018: less risk, more diversification download

    White papers 17 January 2018

    On the heels of two good years in the bond market, the best days for fixed income are likely behind us. 2016 produced strong returns in most sectors, especially high yield corporate bonds, which generated double digit gains.

  • Technology and ‘mega-trends’ to drive US equity performance download

    White papers 17 January 2018

    US equities have outperformed global equities since the beginning of the recovery because the US economy was initially the sole engine of global growth, as European countries wrestled with the Eurozone crisis.

  • Commodities hitch a ride on global growth download

    White papers 17 January 2018

    Highly favourable tailwinds give us confidence that commodity prices will push significantly higher in 2018.

  • The UK’s demise is overstated download

    White papers 17 January 2018

    UK equities reached all-time highs in 2017, but relative to world stocks (in US dollar terms) they were laggards.

  • Bond Connect opens access to China’s debt markets download

    White papers 31 October 2017

    Bond Connect is the latest manifestation of China’s gradual opening up of its capital markets to international investors. The pilot scheme, launched by China and Hong Kong in July, gives foreign institutional fund managers a new route to China’s RMB69 trillion ($10 trillion) interbank bond market (CIBM).

  • 10 reasons to invest in Asia bonds download

    White papers 31 October 2017

    Asia’s fixed income markets are now a key part of diversified, international bond portfolios. Issuance volumes continue to rise to record levels, there is a wide range of issuer-type, yield and tenor, and the pool of regional liquidity is growing.

  • Opportunities in...Asian fixed income download

    White papers 31 October 2017

    The Asian fixed income market is often at a different part of the economic, political and credit cycle to core western markets – this can include economic growth that surpasses most other regions. In an investment world that often seems devoid of income without excess risk, Asian fixed income can offer a compelling proposition in both a relative and absolute sense.

  • Opportunities in...European Corporate Bonds download

    White papers 31 October 2017

    Why European investment grade corporate bonds? At a time when attention is increasingly focused on a gradual reduction in US and European monetary stimulus, the European investment grade corporate bond market presents investors with an increasingly  broad investment opportunity set focused on the rapidly evolving European market.

  • In Credit: Abenomics 2.0 download

    White papers 23 October 2017

    It was a mixed week for core government bonds with yields rising in Europe and the US, but falling in the UK and largely unchanged in Japan where Shinzo Abe won a large majority in last weekend’s general election. This victory leaves the road clear for more ultra-easy monetary policy in an economy that is growing but has so far failed to produce much in the way of inflation (Nationwide core CPI = 0.0% y/y).

  • In Credit: The calm after the storms? download

    White papers 16 October 2017

    Core bond yields were flat in Japan, a touch wider in the UK and lower in the US and Europe last week. The International Monetary Fund raised its global GDP forecast marginally to 3.6% for 2017 ( 0.1%) and 3.7% for 2018, driven largely by an improved outlook in the US, Europe, Japan and China.

  • In Credit: Corporate bond spreads tighten to post GFC lows download

    White papers 9 October 2017

    It was a fairly astonishing week in terms of news, though core bond markets were not much moved after the sell-off of recent weeks. Firstly in Europe, the ever-present issue of political cohesion was on the agenda again.

  • In Credit: Monetary policy on (Jackson) hold? download

    White papers 29 August 2017

    The annual Jackson Hole symposium left the market with little new information about central bank policy intentions in either the US or Europe.

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