News & Updates
Given recent declines, there is much discussion around what is priced into market. With global markets declining for six consecutive weeks, there is an increasing debate over how much bad news is priced in, and whether markets are now oversold.
Coming out of the depths of the pandemic, US equity and fixed income markets are facing new challenges this year amidst a rising interest rate environment and deceleration in growth. With this changing backdrop, Franklin Templeton Investment Solutions’ Ed Perks shares his latest outlook and the investment opportunities he sees across asset classes.
In this article, Stephen Yiu, discusses the performance of the Blue Whale fund as at the end of April 2022 in light of the Ukraine crisis and inflation woes which have weighed heavily on markets this year.
BlackRock sees little chance of a perfect economic scenario of low inflation and growth humming along. Last week’s market rout shows investors are adjusting to this reality. We upgrade investment grade (IG) credit and European government bonds to neutral as we see opportunities there.
MeDirect Bank to discuss geopolitical tensions, inflation and high-yield bonds during upcoming online webinar
On Thursday 12th May 2022, MeDirect will be holding its fourteenth edition of medirectalk focusing on the current Geopolitical Tensions and what the latest developments could indicate for global economies and markets in general. We will also discuss energy price rises, inflation outlook and central banks’ actions with a particular focus on the global high yield bond market.
Last week saw some extreme moves in equity markets as investors digested several central bank announcements, most notably the Federal Reserve (Fed) meeting on Wednesday. In Ukraine, the Russian advance in the east made marginal gains, and with no mention of peace talks anymore, a long, drawn-out campaign into the summer seems probable. The impact of this on commodity and food prices is clear.