News & Updates
In our News & Updates section, we’ll keep you informed about what is happening at MeDirect Group. Through this section we also publish weekly market updates provided by well-established fund houses and other interesting financial reads. Make sure to visit often to keep yourself up to date.
BlackRock Commentary: Mind the (rate expectation) gap
Markets are pricing in a liftoff from near-zero policy rates as early as next year, even though the Fed through its new framework has committed to stay behind the curve on inflation. BlackRock caution against extrapolating too much from strong near-term activity data amid a powerful restart. BlackRock see a high bar for the Fed to change its policy stance and believe this may be underappreciated by markets.
Financial Well Being promoted by MeDirect Bank during a medirectalk
On Thursday 13th May 2021, MeDirect will be holding its next medirectalk – a series of seminars featuring several financial experts and asset managers on market and investment updates.
BlackRock Commentary: Inflation – beyond near-term volatility
Inflation looks set to overshoot the Fed’s target as BlackRock expected. Yet BlackRock see uncertainties around the near-term persistence of the overshoot as the restart leads to unusual supply and demand dynamics. BlackRock have closed their tactical overweight in inflation-linked bonds as inflation expectations have risen sharply but favoured them strategically as they see medium-term inflation still underpriced.
Notes from the Trading Desk – Franklin Templeton
Global equities traded marginally lower last week, with much of the focus at a company level as first quarter (Q1) earnings season progresses. Despite strong earnings and record beats, there was lackluster price action, with significant divergence in each region.
Market Update by Liontrust – Q1 2021
First quarter of 2021 review of the High Yield Market & the Liontrust High Yield Bond Fund & outlook for the High Yield Market in general.
BlackRock Commentary: Why we remain pro-risk
A powerful economic restart is underway in the U.S. – with Europe and emerging markets (EMs) set to follow. At the same time BlackRock’s new nominal theme has been playing out, with a hefty jump in inflation expectations but a more muted rise in nominal yields. Against this backdrop, BlackRock reiterate their pro-risk stance and refine our tactical views in response to adjustments in market pricing and valuations.
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