German bunds collapse more important than election – Miton’s Jane
The General Election may have dominated the headlines this week, but bond investors should be much more concerned by the bund price plunge, says Miton Asset Management’s David Jane.
Macro News
-
-
Does the us rate hike create an em buying opportunity?
Local currency bonds in India, Mexico and Brazil are what BlackRock has bought, and market overreaction when the US Federal Reserve raises interest rates could be the time to buy more emerging market assets, said Rick Rieder, chief investment officer of fixed income fundamental portfolios.
-
Star uk managers weigh in on election aftermath
The initial market reactions to the surprisingly strong victory for the Tories in what was touted as the closest election in a generation were positive, Sterling strengthened, markets rose and inboxes flooded with commentary.
-
Cyclicals, sterling early winners as uk markets jump on tory win
The FTSE 100 spiked briefly through 7,000 points on Friday and sterling strengthened as investors woke to news that the Conservative party had beaten even the most optimistic expectations.
-
Investors should heed bond shock shot across the bows
Investors have been getting a rather sharp reminder of just how much interest rate risk is present within government bonds.
-
Short duration gilt investors should hope for conservatives – cunningham
Holders of short-duration gilts should be hoping a Conservative-led government emerges from the General Election, says Newton Investment Management’s Howard Cunningham.
-
‘levi’s market’ set for policy convergence – rathbones
Policy divergence will reach a breaking point and either drag the US and UK back into quantitative easing or trigger widespread reflation, says Rathbones’ Bryn Jones.
-
Patience needed on India – Invesco
Indian reforms are crucial in order for economic growth rates to be sustainable, says Invesco Perpetual’s Stuart Parks, but investors need to have patience.
-
UK election crib sheet – what each outcome means for markets
As soon as everyone came back after Christmas pre-General Election hysteria kicked in, with all the retracted and regurgitated promises, opinion polls and policy bashing that we have come to expect.
-
China proposes bond connect plan
A Chinese clearing house is considering the launch of a “Bond Connect” scheme which would mirror the Stock Connect initiative, creating an investment link between the mainland and Hong Kong debt markets.
-
Is the US equity party over?
The Fed has signalled a rate rise, and dollar strength has played its part, but it will take unforeseen events to halt the US equity rally.
-
Hot China equities prompts sector caution
The recent rally in Hong Kong shares has prompted asset managers like BlackRock to become selective on Chinese equity sectors.