The year of the goat, which has just begun, looks likely to herald a major push by China to establish a new “Silk Road”, the adoption of a new five-year plan to boost the country's social and economic development and a pick-up in the pace of financial reform, according to Ross Teverson and Charles Sunnucks of the Jupiter Global Emerging Markets Team.
In an open letter addressed to the Chair of the European Parliament ECON committee, Roberto Gualtieri on February 20, 2015, EDHEC-Risk Institute has expressed its concern about the new draft text which is being proposed for a vote by the committee on March 9, which plans to remove all obligations of transparency from the initial project for regulation of indices used as benchmarks.
With yields on government bonds currently at near-zero levels in developed markets, income-hungry investors might be more willing to consider alternative ways to diversify their income stream, says Colin Croft, manager of the Jupiter Emerging European Opportunities Fund.
According to Eric Chaney Head of Research at AXA Investment Managers, this will not be the end of the Greek saga, since funding will remain quite challenging until the last tranche of the bailout is disbursed and the interest payments on the bonds held by the ECB are paid to the Greek Treasury...
Bond yields may not have bottomed out, and negative yields are not necessarily a bad thing for certain investors, says Robeco's multi-asset investment head, Lukas Daalder.