13 February 2015
Markets and central banks
What is quantitative easing? Key terms for deflationary times
The transition from an inflationary to a deflationary (or lowflationary) economic climate has brought with it a range of new […]
13 February 2015
12 February 2015
Markets and central banks
The Troika’s better BATNA
In applying the concept of BATNA to upcoming negotiations between the Troika and Greece’s new Syriza-led government, one is struck by the fact that there really are no strong alternatives for either side.
12 February 2015
Markets and central banks
Greece – An update from the Euro Sovereign and Aggregate bond team
Here is our analysis of the situation regarding Greece following the meeting of the finance ministers of the eurozone (the […]
11 February 2015
Investing
Indonesia GDP growth: watch for a rebound for 2015
On 9 February, data was published showing Indonesia’s GDP growth in 2014 was 5.0% year-on-year. Although this marks the slowest […]
10 February 2015
Investing
Chart of the week – Bund yields turn Japanese
Source: BNP Paribas Asset Management, Bloomberg as of 10/02/15. 3 February 2015 will go down in history for bond buffs […]
09 February 2015
Investing
Mission 2015: China’s quest for sustainable economic expansion
• Mission 2015: maintaining stable economic growth is a major task for the Chinese government this year. • Proactive fiscal […]
06 February 2015
Investing
Five catalysts for Chinese equities in 2015
We anticipate that a number of factors will act as catalyst for a positive performance of Chinese equities in 2015. […]
05 February 2015
Investing
Think local, act global: a plea for global equities
Wouter Weijand wrote an interesting post on residential property entitled “Home Bias”. However, it was not originally for the real […]
04 February 2015
Investing
Actively managed money-market funds can help deal with the challenges of today’s markets
At a time when large European corporates hold record levels of surplus cash, the EUR money-market business is under pressure […]
03 February 2015
Markets and central banks
How will the ECB’s QE impact portfolio flows to emerging markets?
The Federal Reserve’s numerous forays into quantitative easing (QE) contributed to a global search for yield and notable capital flows […]
02 February 2015
Investing
Indian equities: a market for active managers
The Indian equity market reached new highs in 2014, with the MSCI India gaining close to 25%. However, investors with […]
30 January 2015
Investing
2015: further divergence in emerging market growth
In our 2015 outlook, further divergence in emerging market growth is a major theme. We believe that the existing divergence […]
29 January 2015
Investing
Positive bond yields in the eurozone – get them while you can
January 2015 has seen the eurozone bond market rally to historical lows across all maturities. Abundant global liquidity, mainly from […]
29 January 2015
Investing
Outlook for India in 2015: Repairs done. Ready for a (gradual) take-off!
2014 was a year of recovery for Indian equities. Boosted by improving fundamentals, decisive general election results and reaccelerating growth, […]
28 January 2015
Markets and central banks
Market implications of the reduction in FHA mortgage insurance premium
In early January President Obama announced a 50 basis point reduction in the mortgage insurance premium (MIP) charged on FHA […]
27 January 2015
Markets and central banks
Overshadowed Carney
BoE Governor Mark Carney, “We have a very low inflation environment right now, largely caused by commodity prices and an ability to look through that”
26 January 2015
Investing
Overhaul of water systems in developed countries: it’s getting urgent
Water lost to leakage in water systems It is difficult to imagine that access to water can become a major […]
26 January 2015
Markets and central banks
Super Mario (Draghi) pulls another one out of the hat
On 22 January, the president of the ECB, known in some quarters as Super Mario (Draghi), announced a major expansion […]
