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.
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 […]
The euro is up 12% against the USD this year. We haven’t seen this kind of euro appreciation for quite some time, as the ECB was the last central bank […]
This week was overshadowed by sad events in the Ukraine and the Middle-East. The phrase of ‘it’s all relative’ comes to mind. The events had their impact on financial markets. […]
Not all that much has happened with the USD/EUR exchange rate in recent years. Yes, there have been some sizeable swings from time to time, but on average the movements […]
Jeroen Blokland Financial Markets Blog 