The vast majority of asset classes are being held in thrall by the prospect of the Fed deciding to press ahead with scaling back its buying of bonds. Repercussions from this are not just confined to the US though. equities Switchback ride for equities Shares have been unsettled by geopolitical tensions and expectancy about Fed decisions. […]
Equities Reality check for the markets Aversion to risk rose in response to comments made by the Fed, triggering a steep drop in share prices. Between mid-November 2012 and 22 May 2013, US and European equities had made impressive advances (+23.3% and +18.2%, respectively) before suffering a correction. The declines were made even steeper by […]
Equity markets in Europe and the US look in need of some fresh catalysts to extend their rallies whereas Japan still seems to have more upside ahead. In the wake of the reduction in systemic risk and the ECB’s interest-rate cut, sovereign bonds of peripheral eurozone states also look to possess some attractive upside potential. […]
Equities Cyprus convincing investors to bide their time Bonds Cyprus crisis brought underlying trends to a halt Even though news from the eurozone has been dispiriting, with the Cyprus crisis and disappointing Q4 2012 company results, equity markets in the developed world have proved quite resilient, bolstered by investors reshuffling portfolio allocations towards equities. Since […]
The painstaking and painful process of resolving the Cyprus crisis reminded investors the ‘solvency risk’ facet to the eurozone systemic crisis had not been dispelled. At this stage though, financial markets seem to be more prone to bewilderment than struggling to cope with any spreading of the contagion. Economic indicators in the US, by way of contrast, have been reasonably positive, enough to enhance […]
The February 2013 issue of Perspectives is now available for downloading. Today, we look at asset classes and currencies: financial markets have undergone some significant twists and turns in the first few weeks of the New Year. For instance, the Swiss franc has dropped steeply against the euro whilst yields on long-dated German and US […]
The February 2013 issue of Perspectives is now available for downloading. In his editorial outlook, Chief Investment Officer Yves Bonzon explains that we are potentially at a major turning-point in the investment regime. Since the secular peak in developed equity markets in 2000, the correlation between gold and stocks, while unstable and complex, has had […]
The December 2012 issue of Perspectives is now available for downloading. Today, we look at asset classes and currencies: shares could well move higher in 2013 although successful outcomes to talks in the US about the ‘fiscal cliff’ and raising of the debt ceiling, coupled with further progress being made towards resolving the eurozone debt […]
The November 2012 issue of Perspectives is now available for reading and downloading. Today, we look at asset classes and currencies: the feed-through impact from central banks’ latest quantitative-easing plans has faded. Most asset classes have been fluctuating up and down since. Volatility might climb even further in the coming weeks depending on how negotiating […]
The October 2012 issue of Perspectives is now available for downloading. In this month’s strategy section, Pictet’s analysts explain that equities, gold and the euro featured as prime beneficiaries of announcements of a fresh wave of monetary easing measures. These have helped to diminish the liquidity risk premium, giving the value of such risk assets […]
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