Investors wait for Brexit-storm to calm down
European investors are sitting on large cash piles, and are waiting for volatility to ease a bit before hunting for opportunities.
Claes Roepstorff
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The ECB’s corporate bond buying – a double-edged sword
The decision by the ECB to include investment-grade corporate bonds in its asset purchasing programme has led to a spike in issuance and to yields edging even lower. While this market response was anticipated by the central bank, its stimulus efforts threaten the viability of the asset class in the longer term .
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High yield and equities – in the same classroom?
Equities and high yield bonds follow each other wherever they go, both when it comes to fund flows and returns, as we discussed last week on this site. The Barclays Global High Yield Index even followed stocks down on Monday in the aftermath of the breakdown of talks between Greece and its creditors. So, if…
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viewpoint end of QE
With QE over in the US and interest rate rises on the horizon, we asked the EIE editorial panel how investors should protect themselves.
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Claes Roepstorff – Better safe than sorry
Conservative Danish investors are caught in a trap – they are all bearish on traditional fixed income but they are also heavily committed to it.