Greek bank stocks are set for another boost after staging a remarkable recovery since the country’s sovereign debt crisis, with the four biggest lenders rejoining Europe’s top benchmark on Monday.
Greek bank stocks are set for another boost after staging a remarkable recovery since the country’s sovereign debt crisis, with the four biggest lenders rejoining Europe’s top benchmark on Monday.
More European wealth managers have turned pessimistic on the region’s stocks, taking the view that this year’s rally is likely to falter while markets in the US and developing countries power ahead.
More European wealth managers have turned pessimistic on the region’s stocks, taking the view that this year’s rally is likely to falter while markets in the US and developing countries power ahead.
In equity markets, the myth goes that the only way is up. That perception has gained traction as global stock prices have largely ignored the selloff in bond markets. Yields on long-dated government debt have surged to near two-decade highs as investors worry about whether inflation and fiscal deficits can be tamed, and as sovereign bonds compete with an AI-fueled corporate borrowing boom.
In equity markets, the myth goes that the only way is up. That perception has gained traction as global stock prices have largely ignored the selloff in bond markets. Yields on long-dated government debt have surged to near two-decade highs as investors worry about whether inflation and fiscal deficits can be tamed, and as sovereign bonds compete with an AI-fueled corporate borrowing boom.
Advances in artificial intelligence are leveling the field for fund managers, making it easier for boutique firms to compete with big macro and bond investors.
Advances in artificial intelligence are leveling the field for fund managers, making it easier for boutique firms to compete with big macro and bond investors.
After being “out of vogue” for years, Ariel Bezalel says his bond strategy is back in the spotlight. The fund manager has just wrapped up a tour across South America, where his message was straightforward: in a world of tremendous geopolitical volatility, flexibility pays.
After being “out of vogue” for years, Ariel Bezalel says his bond strategy is back in the spotlight. The fund manager has just wrapped up a tour across South America, where his message was straightforward: in a world of tremendous geopolitical volatility, flexibility pays.
Stocks and bonds posted small moves amid muted holiday trading after Friday’s benign US inflation data reinforced expectations that the Federal Reserve will cut interest rates this year.
Stocks and bonds posted small moves amid muted holiday trading after Friday’s benign US inflation data reinforced expectations that the Federal Reserve will cut interest rates this year.
UK bondholders sitting on the best returns since the coronavirus pandemic are preparing for the government to release a tax-and-spend plan that could make or break their year.
UK bondholders sitting on the best returns since the coronavirus pandemic are preparing for the government to release a tax-and-spend plan that could make or break their year.
AnmeldenBloomberg Markets
Bloomberg Technology
