The near-record lows now prevailing for sovereign bond yields reflect persistent anxiety about the outlook for growth around the world. Yet the global economy continues to expand — and inflation remains muted in the world's largest economies. As a result, U.S. Treasuries — widely viewed as the ultimate safe haven — could entail greater embedded risks than many realize...
BNP Paribas is now offering an innovative financing solution designed to help Small and Medium-Sized Enterprises (SMEs) and growth-oriented Midcaps with turnover totalling €10 - 250 million to carry out their key long-term projects. The solution consists of a combination of a bank loan and a loan provided through a new European SME debt fund.
While US equity markets are setting new all-time highs and inflows into emerging markets are picking up, spurred by the global improvement in the
macroeconomic news flow, the Natixis risk perception index (RPI), covered at regular intervals in our publications, has declined to more than 2-year
lows, camping below 20% since the start of August.
BlackRock has launched a fixed income fund which invests in global
macroeconomic strategies with exposure to regions where interest rates are attractive and markets with supportive monetary policy.
Mark Burgess, CIO EMEA and Global Head of equities at Columbia Threadneedle Investments, discusses the market reaction post Brexit, the impact of central bank actions and why Columbia has decided to reduce its equity exposure from overweight to neutral in asset allocation portfolios whilst favouring European high yield in the credit space.