Bond yield spectrum in for a squeeze
Bond yields are going to get progressively tighter as liquidity from ECB QE trickles down through sovereign and corporate debt markets, says TwentyFour Asset Managements Gary Kirk.
QE
-
-
Finding the strengths of a weakening euro
The size of the European Central Bank’s QE programme has forced a rethink of growth expectations for the region, but there are still many reasons to worry.
-
QE can boost corp bonds
The European Central Banks quantitative easing injection should be positive for corporate bond investors, but only if they play their cards right, M&G Investments Richard Woolnough and Stefan Isaacs said.
-
Ways to play the plunging euro
The euro plunged ominously toward parity with the dollar on Tuesday, trading as low as 1.07 at the time of writing. The last time it hit such levels was in 2003.
-
Looking beneath the fundamentals of eurozone story
Headline eurozone figures should not be taken as representative of the wider picture, according to Societe Generales Eric Verleyen.
-
QE sink will remain full for some time still
Markets are finally worried about the right thing the eurozone – according to Neil Williams, chief economist at Hermes.
-
What are bond investors thinking
German borrowing costs over five years fell into negative territory for the first time on Thursday, as demand for German bonds continued unabated.
-
Reaping the benefits of the euroglut
Investors can circumvent the ‘euroglut’ stemming from ECB QE by holding sterling bonds from UK and eurozone-based companies, says Rathbones’ Bryn Jones.
-
Is QE the right option for Europe Axa IM
The ECB again kept policy unchanged last week so it is worth considering the merits of doing QE at this time.
-
ECB should beware grave risks
The ECB bods are not expected to make any radical calls in today’s Governing Council meeting, but with eurozone deflationary risk back on the agenda could we be on the cusp of quantitative easing?
-
Linker fans do not fear QE end Axa IM
Inflation linker investors shouldnt fear the end of QE
-
Japan QE the biggest the world has ever seen
Despite the size of its central bank QE, the size of its government and banking sector debts, negative demographics and fiscal weakness, Jeremy Beckwith names the three active funds that give him the exposure he wants to Japan.