Market Sentiment & Lateral Thoughts
GLOBAL investors have swept risk fears aside and have piled into emerging market bonds.
Global rating agency Moody’s estimates that between 2010 and the first quarter of 2019, emerging market (EM) municipalities, other “sub-sovereigns”, corporations, financial institutions, infrastructure and project … Read the rest
PENSION funds, other institutions and family offices are buying hedge funds hoping that they will perform in a market decline.
The global stock market rally this year surprised the vast majority of investors. Such were the market swings in 2018 … Read the rest
Global markets, albeit jittery, have recovered sharply this year as investors and traders believe that monetary ease will continue.
“The very gradual monetary tightening process is on pause and has become less predictable,” says Claudio Borio, Head of the Bank … Read the rest
The BIS, the central bank’s central bank, is renowned for its warnings about the global financial system.
Claudio Borio, head of the Bank of International Settlements (BIS) BIS’ Monetary and Economic Department spells out the dangers: “Since the early 1980s … Read the rest