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How should investors view credit markets

Published by : M&G Investments

After a strong showing since Q1 2016, investors may be well advised to take a closer look at what the credit markets are offering.

Published: 11 January 2018

Business Area: Markets

Type: Portable Document Format (.pdf)

Comparing the investment cases for European and US leveraged loans

Published by : M&G Investments

Leveraged loans offer investors a broad and relatively liquid market of private, sub-investment grade debt that can deliver attractive returns with lower volatility compared with public markets. The investment opportunity set is global, but it is important that investors understand the differences

Published: 11 January 2018

Business Area: Markets

Type: Portable Document Format (.pdf)

2018 Investment Outlook

Published by : Invesco

The surging markets of the past year have taken place against a backdrop of macro developments whose long-term impact on the world economy has yet to be realized: uncertainty regarding the UK’s withdrawal from the European Union, potential tax reform in the US, North Korea’s nuclear weapons testing,

Published: 05 January 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Rating: 4 people found this useful

Latest from Lyxor: Markets in feverish, but resilient, mood

Published by : Lyxor

The markets were in a feverish, but largely resilient, mood last week, with several rotations unfolding at the same time. Investors now seem to be pricing in Chinese economic growth falling to 6.2%, and this took a toll on emerging markets and metals. Meanwhile, the next stage of Fed normalisation

Published: 11 December 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Looking into 2018 with Hermes

Published by : Hermes Investment Management

2018 is likely to be an unusual year for markets. So far in 2017, the MSCI world index is up some 18% and stands on a P/E of just over 21x. We are now in the 9th year of the bull run since the trough of 2008. By all traditional measures, market participants would expect a correction at some stage,

Published: 15 November 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Tomorrow’s Inflation: The Market’s Verdict

Published by : Legg Mason Global Asset Management

In today's financial markets, all eyes are on the Federal Reserve, and the pace of its decisions about its target interest rates.

Published: 29 September 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

After the Flood: Hurricane Harvey’s Market Impact

Published by : Legg Mason Global Asset Management

Markets have largely taken Hurricane Harvey's devastation in stride, but the full scope of its impact may not be felt for weeks to come.

Published: 29 September 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Positioning portfolios for opportunities in uncertain markets

Published by : Eaton Vance

We recently sat down with several Eaton Vance portfolio managers to get their take on where the markets stand today, and some of the ways investors can hedge their portfolios against potential pitfalls.

Published: 11 September 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

The underestimated perils of deglobalisation

Published by : Columbia Threadneedle Investments

Globalisation is often blamed for the world economy’s ills. Many commentators attribute rising populism in the West to years of wage stagnation attributed to globalisation. But in our view, deglobalisation would be costly and disruptive for all regions of the world.

Published: 01 August 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

2017 Global Market Outlook — Q3 Update Report

Published by : Russell Investments

We’re in a late-cycle, momentum-driven market, where valuation is at an extreme. Momentum can drive markets beyond fundamentals for an extended period. No investment process is going to pick the peak in the cycle, but we’d lean out as the risks increase.

Published: 10 July 2017

Business Area: Markets

Type: Portable Document Format (.pdf)