Recherche
S'identifier
mercredi 7 octobre 2015
Tous les titres

 

Fax du mercredi 7 octobre 2015 - Tous les titres

go back Retour << Article précédent     Article suivant >>

 

The market is confused about how to price assets

By Juan Nevado, manager of MG Dynamic Allocation and MG Prudent Allocation funds   Investors today face an uncertain environment. We have just experienced an extraordinary phase in financial markets. Investors remain rattled by the shock of 2008 and this has meaningfully skewed perceptions of risk. Coupled with the unprecedented intervention of central bankers in recent years – and the potentially huge disruption that removal of this intervention could cause – this leaves asset pricing still significantly distorted.   In our view, we are currently in an environment of a deeply unstable disequilibrium in which extremely low cash rates in developed markets have distorted pricing across all sorts of assets around the world. Many assets...
Cette page n'est accessible qu'aux abonnés payants.
Veuillez vous identifier si vous êtes abonnés à la consultation de nos archives.
Nous vous invitons à souscrire un abonnement, ou à prendre contact avec nous.

This page is only accessible to paying subscribers.
Please identify yourself if you have subscribed to the consultation of our archives.
We invite you to take out a subscription, or to contact us.
Ces entreprises nous font bénéficier de  leur expertise en collaborant avec Agefi Luxembourg.

These companies give us the benefit of their expertise by collaborating with Agefi Luxembourg.
Stibbe
NautaDutilh
AXA IM Luxembourg
Ernst&Young
Digital Services, Technology and Consulting
Lamboley Executive Search
Fi&FO
Pictet Asset Management
MIMCO Capital
Lpea.lu
Sia Partners
Loyens & Loeff
A&O Shearman
Castegnaro
Linklaters
Generali Investements LU
SOCIETE GENERALE Securities Services
Comarch
VP Bank
PwC
Square management
Zeb Consulting
DLA PIPER
J. P. Morgan
Bearingpoint