market-insight-munich-2012-q4
Value appears in peripheral vision
tom@ybc.tv
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market-insight-finland-2012-q4
Sovereigns are dead, long live sovereigns!
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market-insight-finland-2012-q4
Sovereigns are dead, long live sovereigns!
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market-insight-netherlands-2012-q3
Dutch fund selectors are living up to expectations. More than half of delegates surveyed at the Expert Investor Netherlands conference in September 2011, planned to increase their investment grade corporate bond allocations during the following 12 months – the strongest positive response on any mainstream asset class (see graph 1). In July, our researchers found…
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market-insight-denmark-2012-q3
Heightened demand for Danish sovereign bonds, driven by the country’s perceived status as an economically and politically stable safe haven, has put its central bank in a difficult situation. While the inflows offer the Danish government access to funding on terms that southern European nations can only dream of (see News Round-up), the shift has…
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Market Insight 2012 Q3 Chile
Chilean investors have more reason than most to fear a China slowdown. Not only would faltering growth in the world’s most populous country negatively affect appetite for risk assets, hitting the performance of global stock markets – a sustained fall in Chinese manufacturing and construction activity would have a direct impact on Chile’s economy. Indeed, Capital…
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Market Insight 2012 Q2 Italy
Overview of the Italian market
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Market Insight 2012 Q2 Geneva
Swiss investors are not yet convinced about the recovery of the global economy; 41% of them have negative views on the macroeconomic outlook, while 41% are undecided (see table 3). With funds’ performance deteriorating during this uncertain time, investors have started the year looking for more return in their portfolios by being less risk-averse. Low…
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Market Insight 2012 Q2 Frankfurt
German business confidence grew for the sixth consecutive month in April, according to a closely-watched indicator of economic health. The Ifo Business Climate Index, which is based on the views of 7,000 companies on their current situation and future prospects, gained 0.1 points to reach 109.9. Although the benchmark remains several points below the levels…
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Market Insight 2012 Q2 France
Emerging hope amid euro fears
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Market Insight 2011 Q4 Munich
It will be no surprise to hear that German investors have significant doubts over the future of the eurozone. The general view is that the currency will not be falling apart as it is more than a simple question of whether there is a currency and monetary union or not. However, the concern over any…
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Market Insight 2011 Q4 Belgium
It will be no surprise to hear that Belgian investors have lost confidence regarding the economic outlook within the eurozone, in line with the rest of European investors. Many investors told us they are looking at other asset classes’ performance, mostly outside the eurozone. Unsurprisingly, emerging markets is an option that we continue to hear…