With only a few weeks to go until the start of the UN Climate Change Conference in Paris, Charlie
Thomas, Head of Strategy, Environmental Investment, is optimistic about the talks.
Volatility and absence of momentum in 2016 mean a tactical approach is needed, says Christophe Donay, Chief Strategist at Pictet Wealth Management
One of the key reasons which makes multi-asset investing attractive are the generally low yields. As a
result of the global financial crisis, central banks around the world have lowered their key interest
rates and engaged in unconventional easing measures. In this environment, many investors have put
on some sort of a “liquidity trade” that tries to exploit the impact that abundant liquidity will have on
future asset class returns.
According to Christophe Donay, Chief Strategist at Pictet Wealth Management, Bond yields are heading up. The rebound in equity markets since the beginning of October, looks largely played out, with further gains dependant on a turnaround in earnings forecasts. Yields on DM sovereign bonds are catching up with the wider market rally...
The Lyxor he Lyxor he LyxorHedge Fund Index was Hedge Fund Index was Hedge Fund Index was up+1.1% in October October October. 8 out
of 11 Lyxor Indices ended the month in positive territory. The Lyxor
LS Equity Long Bias Index (+4.5%), the Lyxor Special Situations
Index (+3.5%) and the Lyxor Global Macro Index (+2.1%) were the
best performers.