Sanofi and Henkel have faced a fair amount of derision from commentators this week having both issued negative yielding corporate bonds, but could this be a sign or major troubles to come in fixed income markets?
As France and other parts of the eurozone return to work after an August on the beach or in the countryside, the focus of investors turns once again to Mario Draghi and the European Central Bank.
European investors have been dismissing US equities as too expensive for a couple of years. But as the S&P 500 continues to outperform other equity markets, appetite for the asset class is again on the rise.
The strong services manufacturing data released on Monday has added fuel to worries that the Bank of England moved too hastily in August, further dividing commentators on the medium term prospects for the UK economy and the likely next move by the BoE.
The Italian constitutional reform referendum this autumn will, or rather should, cause European investors to hold their breath more anxiously than they did on the morning of 24 June.
Wednesday’s vote by the upper house of the Brazilian senate to impeach Dilma Rousseff is being seen as a significant step forward for the country, but could well be the end of the road for contrarian investors.
Conventional wisdom suggests an oil glut is keeping the price of the Brent Crude down, but who’s to say that the recovery story will not continue?
With other major equities classes all having their own significant question marks, could the long awaited ‘third arrow’ finally be about the make Japan the best place to invest?
It is commonly accepted within investment markets that asset prices generally are expensive at the moment. Yet, despite this common knowledge, inflows continue unabated.
UK model portfolios came out of the ‘Brexit period’ flat or slightly positive on average, new research from Natixis shows, highlighting once more the important role currency plays in portfolio returns.
Emerging market bonds have undergone a remarkably quick transformation from one of the least loved asset classes to perhaps the most popular. This has been driven by the relative attractiveness of emerging market debt compared to developed market fixed income, but to what extent have the fundamentals of the asset class actually improved?
Emerging markets are back in favour, but are investors going back in on solid fundamentals or blind hope?
