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Posts Tagged ‘eurozone’


ECB announces cuts to bond-buying program: Why did markets stay calm?

Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists. Our experts will keep you informed of key market events and provide you with an easy-to-understand outlook on the week ahead. Subscribe to receive

October 30, 2017 Categories: Market Updates
Global Market Outlook 2017 Q3

Q3 Global Market Outlook: Late-cycle lean out

What’s next for 2017? Russell Investments’ team of strategists provide their mid-year update and global market outlook for the third quarter.   Bond investors are from Mars and equity investors are from Venus   Bond investors are from Mars and equity investors are from Venus, or at least that’s what their current behaviour suggests. The

French Election

Macron wins French Presidential election

In line with the polls, Emmanuel Macron cruised to an easy victory in the second round of the French presidential election, taking 66% of the vote. Macron’s party, En Marche! is also doing well in the polls for the June parliamentary elections1. Which may mean that Macron’s power to implement reforms could be bigger than

May 8, 2017 Categories: Market Updates, Markets
Brexit

Brexit heats up: 4 things to watch

With the outcome of last year’s Brexit vote paving the way for the UK to leave the European Union (EU), British Prime Minister May began the formal divorce proceedings last month. And now, she has surprisingly called for a snap election, earlier than expected, on 8 June. In the meantime, I keep hearing from investors,

Apr 26, 2017 Categories: Market Updates, Markets

French presidential election: Macron and Le Pen run-off May 7

Although the race between the top four candidates tightened near the end, Emmanuel Macron and Marine Le Pen made it to the second round. The markets seem to consider this good news, likely because it views Macron’s policies as fiscally more conservative than Le Pen’s. In our view, the subsequent market rally – namely in

Apr 25, 2017 Categories: Market Updates

Fed lift-off begins – a little

At long last, lift-off! Coming as no real surprise, the Federal Open Market Committee (FOMC) has just announced it will hike interest rates by 25 basis points. It’s a move anticipated by our team for months, and comes after the committee declined to raise rates in September due to market turbulence in August and concerns

Dec 16, 2015 Categories: Markets

Fed keeps interest rates near zero a little longer

  OK, so we’ll wait a little longer for the U.S.Federal Reserve (the Fed) to finally raise interest rates. As you know, Janet Yellen and the Federal Open Market Committee held interest rates at near-zero today. In hindsight, the delay wasn’t all that surprising: The U.S. equity market decline in August and ongoing volatility—prompted in

Sep 18, 2015 Categories: Markets

Greece on the brink

Overview On June 29, Greece confirmed it will not be able to make its existing loan repayment to the International Monetary Fund due Tuesday. The discussions between Greece and its creditors broke down after its decision to call a bailout referendum cast the country into uncharted waters. Greek Prime Minister Tsipras’s decision to call this

Jun 30, 2015 Categories: Investment

What exactly do you do all day?

There’s a running joke in the Rae household about what I actually do at work. My eldest now thinks I play Match Attax (don’t ask), my middle thinks I’m a builder and my youngest wishes I was Sir Topham Hatt (*makes a mental note to go to the gym more). The reality is perhaps less

Mar 26, 2015 Categories: Investment Strategy, Liability Hedging

Riding the waves of the bond markets

Recent movements in the gilt market have reinforced the importance of ensuring that the design and implementation of a hedging strategy remains flexible enough to withstand market realities. Over the last month, we’ve seen the yield on the 30 year gilt move from 2.40% on 8 January all the way down to 2.08% on 30

Feb 18, 2015 Categories: Investment Strategy, Liability Hedging

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