10 results for "Monthly archive:June 29, 2015"

Monthly archive:June 29, 2015

Bond investments in the current environment
Bond investments in the current environment
Source: iStock

Bond investments in the current environment

After the recent, rather substantial corrections on the bond markets many investors were wondering: “Can or should I still invest in bonds or bond funds in view of possibly rising interest rates?” Let’s first have a look at the bonds with the highest quality within the Eurozone, i.e. German government bonds. Where have the prices […]

High noon in Greece and the trend to volatility
High noon in Greece and the trend to volatility
© iStock

High noon in Greece and the trend to volatility

Summary: The economic recovery in the developed economies is supported by the very expansive monetary policies, lower austerity pressure on the government front and among banks, and the fallen oil price. Growth rates remain moderate. In the emerging markets we can see signs of low-level stabilisation at best. The possible default of Greece, excessive interest […]

Is the Eurozone facing a turnaround in interest rates?
Is the Eurozone facing a turnaround in interest rates?
© Fotolia

Is the Eurozone facing a turnaround in interest rates?

Eurozone government bonds have ensured very good performance returns in the past years. The asset class has benefited from the zero interest rate policy and the very expansive monetary policy of the European Central Bank. In recent weeks the prices of bonds from Eurozone countries have gone through a correction, above all German government bonds. […]

Could the outcome of Turkish parliamentary elections lead to increased volatility?
Could the outcome of Turkish parliamentary elections lead to increased volatility?
© Fotolia

Could the outcome of Turkish parliamentary elections lead to increased volatility?

The upcoming parliamentary elections on Sunday in Turkey could force Erdogan to postpone his plan for a new constitution and could lead to new political leaders in the Ministry of Finance and the Ministry of Economics. This would trigger an increase in uncertainty and consequently a higher degree of volatility for the Turkish Lira and […]

Emerging markets equities: no comeback at this point
Emerging markets equities: no comeback at this point
© Fotolia

Emerging markets equities: no comeback at this point

Based on earnings expectations emerging markets equities are currently valued 27% below the price/earnings ratio of developed markets equities. The long term average of this discount is 19%. Closing the gap is a question whether the confidence of the markets in the earnings expectations is solid enough to facilitate a re-(e)valuation.