Savings Investments Wealth Management About Us Contact Us

Business Personal

Become a client

News & Updates

All News Investment Tips Saving Tips Bonds and Shares Funds Updates Market Updates COVID-19 Updates

Market Updates

BlackRock Commentary: Downgrading government bonds

BlackRock broaden their tactical pro-risk stance in light of major developments since the publication of our 2021 outlook in December: the vaccine rollout and up to $2.8 trillion of additional U.S. fiscal spending this year. Inflation expectations have risen sharply while real rates are steady in negative territory.

Notes from the Trading Desk - Franklin Templeton

Governments across Europe are trying to keep a lid on reopening optimism for now. The extent of the second wave of COVID-19, especially in the UK, Belgium, Italy, Austria and most of Eastern Europe, serves as a reminder of how this virus can spread if governments fail to strike the correct balance between managing social interaction and enabling economies to function.

BlackRock Commentary: Fiscal boost is not a market risk – yet

The prospect of another large U.S. fiscal package has fed debates about potential economic overheating. BlackRock believe central banks for now have strong incentives to lean against any rapid rise in nominal yields even as inflation rises, supporting their tactically pro-risk stance.

Notes from the Trading Desk - Franklin Templeton

The United Kingdom remains far ahead of its European counterparts in terms of vaccination progress, which helped sentiment. It is also encouraging to see new COVID-19 cases fall sharply in the United States, and the vaccination programme continues to make good progress with over 1 million people there being vaccinated per day.

BlackRock Commentary: Why we favor tech and healthcare

The pandemic has turbocharged transformations that were already under way – from sustainability to inequality. Yet markets have not fully priced in the durability of these trends, BlackRock believe, even with the glimpse into the future offered by the pandemic. They favor technology and healthcare on a tactical horizon, as they offer both quality characteristics and are likely beneficiaries of structural growth trends.

Notes from the Trading Desk - Franklin Templeton

Global equities were stronger across the board last week. Improving sentiment around vaccination programmes, together with the positive developments in Italian politics, were the focus in Europe, while in the United States, stimulus hopes boosted markets.

BlackRock Commentary: Valuation - not a worry for now

Equity valuations have been top of mind after major stock indexes have scaled new highs. Last week’s volatile market moves as a result of technical deleveraging added fuel to these concerns. BlackRock do not see risk asset valuations as obviously stretched overall, and expect low interest rates – and a vaccine-led restart – to support risk assets over the next six to 12 months.

Notes from the Trading Desk - Franklin Templeton

Last week was certainly an interesting one for markets as the GameStop/Reddit/Melvin saga dominated headlines and let to volatility and deleveraging. It was also a big week for corporate earnings, with a number of US heavyweights reporting.

BlackRock Commentary: The New Nominal Takes Shape

BlackRock have long flagged the potential for higher inflation in the medium term, and markets have awoken to this prospect amid expectations for large U.S. fiscal stimulus. They don’t see this derailing the risk asset rally in the near term. We expect a muted response of nominal yields to inflation – our new nominal theme.

Notes from the Trading Desk - Franklin Templeton

COVID-19 and the economic impact of prolonged lockdowns continues to be a driver for Europe's markets. However, many market observers remain positive on economic outlook, particularly in the United States.

1
2
3
4
10
11
12

Wealth Management

News and Updates

Follow Us:

Mobile App:

© 2019 MeDirect Bank (Malta) plc. All rights reserved.

Cookie Policy Privacy Notice Terms of Use Security Awareness