Anxiously watched by markets, the decision was taken by the Fed not to hike rates at the September FOMC meeting, despite recent economic improvements.
Difficulties in China have intensified the sell-off in emerging market equities, leading to volatility and even stronger currencies depreciating quickly.
Having updated our investment outlook for the second half, we are now neutral on equities, long on high-yield corporate bonds and short the euro.
A rout is a chaotic and disorderly retreat or withdrawal of troops from a battlefield, resulting in the victory of […]
This week, our chart looks at the balance sheet of the ECB, and the task facing the ECB as it looks to expansion despite disinflationary pressures.
On Thursday 18th Sept, Scotland voted in favour of staying a part of the 307-year-old union
Equity and bond investors seeking regular insights into economic performance will look at views on the ISM monthly business reports including PMI
William De Vijlder and chief economist Joost van Leenders tell the team about their outlook on the global economy and markets.
High-yield bonds have had a very strong bull run since 2009. Can this continue? The credit specialists from BNP Paribas Investment Partners’ Multi Asset team present the investment cases for and against high-yield bonds.
After a brief correction in January, equities, real estate and commodities have all rallied so far this year, while bond yields have fallen, most strongly in ‘peripheral’ eurozone economies.
Equities generally lacked direction in March.
Emerging markets lag, but there is relief over the slowdown in China.
Developed equity markets recovered last February.
With US economy climbing tentatively out of its winter weak spot, Fed’s Yellen did not change the pace of tapering its asset purchases.
The impact of the severe US winter is abating. Headline inflation fell due to base effects, but there are early signs that wages have bottomed out.