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Rose Beale/Matthew van de Schootbrugge: Renewed interest - integrated analysis identifies opportunities in European wind

Published by : Columbia Threadneedle Investments

The European wind power market has seen significant development in the past two years as a result of policy change, technological advances, transparency on ESG issues and more favourable market dynamics.

Published: 26 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Philip Dicken/Francis Ellison: French elections: what would Macron’s victory mean for markets?

Published by : Columbia Threadneedle Investments

In the current investment environment, politics and populism have dominated the agenda, skewing asset prices and markets. If France backed a centrist, pro-EU candidate, the threat would fade.

Published: 26 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Capitalising on the growth of the global high-yield market

Published by : Eaton Vance

Eaton Vance’s portfolio managers discuss the advantages of high-yield bonds, as they offer better risk-adjusted returns and lower interest-rate sensitivity than the broad fixed-income market. This paper explores how to capitalise on the growing high-yield market.

Published: 24 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Capitalising on the growth of the global high-yield market

Published by : Eaton Vance

High-yield investors today have many investment choices from corporate issuers across the globe. This paper explores how to capitalise on the growing high-yield market.

Published: 24 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Trump era signals higher rates, volatility and opportunity

Published by : Eaton Vance

Eaton Vance’s Chief Income Investment Officer, Payson F. Swaffield, comments on the affects that Trump's presidency has on the stock and bond markets

Published: 24 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Trump era signals higher rates, volatility and opportunity

Published by : Eaton Vance

Eaton Vance’s Chief Income Investment Officer, Payson F. Swaffield, comments on the financial implications of Trump’s incoming presidency. While the election sparked an equity rally, boosted interest rates and inflation expectations, the real outcomes could be less positive due to volatile rates.

Published: 19 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Canada’s increasingly divergent rate path

Published by : M&G Investments

Yields on Canadian sovereign bonds have been dragged higher in recent months, with the yield on the 10-year bond recently reaching 2 year highs. This sell-off appears to reflect the US reflation narrative, rather than the economic fundamentals of the Canadian economy.

Published: 10 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Cracks in the reflation trade

Published by : M&G Investments

It is hard to remember a time when there was so much disagreement around the outlook for corporate bond markets and risk assets. Some investors remain sceptical about the underlying strength of the rally and are uneasy at the pace at which secular stagnation concerns were washed away by the election

Published: 10 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Doesn’t anyone care about the recent oil price collapse?

Published by : M&G Investments

Amidst the intense focus on central bank policy decisions and the latest Trump activity you’d be forgiven for barely having registered that the oil price fell more than 9% last week. Wind back the clock just over a year and it would have been front page news.

Published: 10 April 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Monthly flows barometer

Published by : Lyxor

This monthly flows barometer gives an update on European ETF market trends from the past month, revealing changes in fixed income inflows and updates on commodities ETF flows.

Published: 14 March 2017

Business Area: Markets

Type: Portable Document Format (.pdf)