Tuesday 20 May 2025
According to Bob Jolly, Schroders’ Head of Global Macro, considerable bad news is already in prices and corporate bonds issued by strong companies with cash on their balance sheet and pricing power remain attractive
The ECB has adopted a historic longer term refinancing measure to support bank lending and money market activity. It also decided to lower the threshold rating for certain securities as collateral ...
The American bank’s suggests the following strategies as its flagship trading recommendations in 2012: Short on the German bund with an expected 2.8% 10 year return and long EUR / CHF with 1.35 as target…
Several opinion leaders have started a public debate regarding the possibility to breakup the Euro and return to the former local currencies. In light of this debate, we look at the possible implications of this break-up scenario for companies active on the Euro capital markets.
It is therefore no doubt poignant to many to note that recently the 30-year total return on US Treasuries exceeded that of the S&P 500. Does that mean that the cult of equity is over? Certainly the cult may be, but it is highly improbable that equities are finished