What to do about government bonds? The yield on government bonds is historically low, while the risk is high. In the event of rising inflation, they offer little or no buffer. Nevertheless, we shouldn’t ban them completely from multi-asset portfolios just yet.
Regime shift US stocks have outperformed their global and emerging counterparts by a mile in the last ten years. But this hasn’t always been the case. For example, in the […]
Central banks worldwide – with the Fed and the ECB at the forefront – are on the brink of implementing their historically rapid policy reversal, yet interest rates are already […]
Few investors anticipated that Federal Reserve Chairman Jerome Powell could sound even more dovish than he has in recent months. But, at the last FOMC meeting, he managed to do […]
As expected, the Federal Reserve raised its benchmark interest rate again this week. And while its new chairman Jay Powell didn’t mention any major changes in monetary policy from his […]
11. Mark Rutte’s VVD wins Dutch elections, Wilders’ PVV second In the end, things were much less exiting than the polls made us believe. Rutte became the clear winner obtaining […]
The French presidential election, or Présidentielle 2017, is comfortably the most important election in Europe this year, also because an Italian election has yet to be called. The leader of […]
An authentic short squeeze. That’s what this week’s major JPY move reflects. After years of riding along with the Bank of Japan, things completely reversed. The USDJPY exchanged rate crossed […]
Before you start, ‘yes’ there are probably more charts that define 2015 in financial markets. But, at least I tried! 1. Swiss Bond Madness ‘Swissification was born after an admirable, […]
Draghi does it again! A headline very appropriate for many financial articles and blogs, including this one. At the press conference, following the decision of the Governing Council of the […]
