All Government Bonds articles – Page 17
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In Credit: Corporate bond spreads tighten to post GFC lows
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.
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Cross Asset Investment Strategy: September 2017
Find the latest edition of Amundi Research team’s monthly publication.
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In Credit: Monetary policy on (Jackson) hold?
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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Asset Allocation Update: Is a bond sell-off around the corner?
We are mindful that investment grade and high yield bonds have been on a strong run from a risk/reward perspective, and in that context we have been looking at our weighting in this area.
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In Credit: Summertime...and policy conditions remain easy
The US dollar continues to weaken driven by relatively weaker US economic prospects and ongoing political turmoil domestically.
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Global Investment Views: July 2017
CIO views: High conviction ideas from Amundi Global Investment Committee
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In Credit: Beware of Greeks bearing bonds
The US Federal Reserve left interest rates unchanged last week as expected, while its statement intimated that the balance sheet unwinding process should begin soon.
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In Credit: Calm seas don’t make good sailors
After the sharp decline in bond prices a couple of weeks ago calm seems to be returning.
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In Credit: In the firing line...
Core government bonds ended the week little changed in spite of a backdrop of geo-political tensions, with the Korean Peninsula nuclear threat and the terrorist attack in Barcelona.
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Are ‘linkers’ the best way to guard against inflation?
With rising UK inflation, questions are increasingly being asked about the best way to protect the real value of investments.
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In Credit: ‘From Russia with love...’
There never seems to be a dull moment in US politics these days.
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In Credit: State aid? What state aid?
Markets remained somewhat spooked by the previous week’s seemingly coordinated central bank shift in policy.
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In Credit: Loose lips sink ships
Core government bond markets performed very poorly last week with yields rising meaningfully in most areas.
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What will end the search for yield?
The search for yield appears unstoppable. Global investors’ voracious appetite for income has been a near-constant theme since the end of the financial crisis, propelling bond yields to record lows.
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In Credit: Government lifeline for Venetian banking gondola
It was a quiet week for core government bond markets with yields broadly unchanged.
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In Credit: ‘Alexa...Buy me Wholefoods’
The US bond rally continues – fuelled by a lack of inflation.
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In Credit: ‘This is what it sounds like when doves cry’
It was a rather mixed week for core government bonds. After this week’s dovish ECB meeting the market now expects European interest rates to remain in negative territory for the next three years (see chart of the week).
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In Credit: US surprises to the downside...
Core government bond yields remain on a downward trend as US economic data continues to surprise to the downside and there remain few signs of accelerating inflation.
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Asset Allocation Monthly: May 2017
We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.
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The emerging markets cloud receding
As US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more as productivity improvements and fast-growing young populations are driving superior economic growth.