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Capital Market

All Investment stategy Pages
30
Sep
2013
Fixed income strategy
RISK OF RISING YIELDS HAS MATERIALISED ESPECIALLY FOR US TREASURIES Given very low yields of government bonds already...
17
Jul
2013
US Focus
As economy and rates return to normal, we keep a more positive stance on stocks and high yield corporate bonds, rather...
03
Jun
2013
Conviction #3
The structural change in the Chinese’ role, the cyclical rebound in the Japanese economy and the lowering commodity...
19
Apr
2013
US Focus
Falling momentum in the most recent economic data makes the extension of QE more likely. Risky asset performance should...
28
Mar
2013
US Focus
  The increasingly positive outlook for the US economy and still easy monetary policy suggest that bond yields have...
26
Feb
2013
US Focus
US FOCUS Stretch valuations for US equities and fixed income reducesthe potential upside for both risky and defensive...
05
Feb
2013
US Focus
INVESTMENT VIEWS Short-term uncertainties related to the debt ceiling should prevent US risky assets to outperform Euro...
16
Jan
2013
Conviction #3
When market movements dominate individual stock or bond prices, correlation between assets is usually high. We believe...
27
Nov
2012
US Focus
US FOCUS The reelection of President Obama with a House of Representatives still led by Republicans will maintain a...