Recherche


S'identifier

Fax Quotidien
Daily Fax

vendredi 20 décembre 2019

Tous les titres

Fax du vendredi 20 décembre 2019 - Tous les titres

go back Retour << Article précédent Article suivant >>

20:20 vision

By Mark DOWDING, CIO at BlueBay Asset Management We’re predicting volatility spikes and prescribing vigilance for the year to come. Global financial markets have retained their ‘risk-on’ mode going into the end of the year, cementing 2019 as a year of positive fixed income and equity returns. Arguably, it may be some time until we witness another year in which gains are as impressive, given that we appear to have reached the limits of monetary easing in many jurisdictions and equity valuations are becoming stretched at 21x earnings on the SP. In many respects, 2019 has been a year in which macro fears have gradually melted away. Worries of a US recession and excessive monetary tightening are now largely forgotten. Trade...

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.

E-mail:
Mot de passe:
	Rester connecté


Mot de passe oublié ?