All Government Bonds articles – Page 19
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White papersAsset Allocation Update: Strong earnings prompt US equities upgrade
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.
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White papersRethinking fixed income investing when the easy money is coming to an end
The end of easy money may point to different investment scenarios
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White papersDaisuke Nomoto: Japan - more tailwinds than headwinds for 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.
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White papersReaction: Italian election
The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.
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White papersQuarterly Asset Class Return Forecasts: Q1 - 2018
The robust global economic growth experienced in 2017 is expected to continue into 2018, albeit with some notable exceptions such as UK. Such growth is to be reflected in ever higher equity price levels and thus expected to become costlier with respect to the most recent valuations.
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White papersGlobal Investment Views: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.
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White papersFixed income playbook 2018: less risk, more diversification
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.
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White papersTechnology and ‘mega-trends’ to drive US equity performance
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.
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White papersCommodities hitch a ride on global growth
Highly favourable tailwinds give us confidence that commodity prices will push significantly higher in 2018.
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White papersThe UK’s demise is overstated
UK equities reached all-time highs in 2017, but relative to world stocks (in US dollar terms) they were laggards.
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White papersThe FED and tax reform: what's next for fixed income investors?
Fed: The FOMC decided to raise the fed funds target range for the third time this year to 1.25-1.50%.
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White papers2018 Economic and Market Outlook: Risk On
Investors will have to work harder, take more risk and get an information edge. Nuveen identifies pockets of opportunity across public and private markets.
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White papersBond Connect opens access to China’s debt markets
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).
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White papers10 reasons to invest in Asia bonds
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.
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White papersOpportunities in...Asian fixed income
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.
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White papersOpportunities in...European Corporate Bonds
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.
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White papersIn Credit: Abenomics 2.0
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).
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White papersIn Credit: The calm after the storms?
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.
