March 2020
- ANWITI BAHUGUNA Head of Multi-Asset Strategy, North America
To begin with, supply was the concern, but now demand is at risk. What is without doubt is that recession ri
Key Messages
March 2020
To begin with, supply was the concern, but now demand is at risk. What is without doubt is that recession ri
Following the trade press in Germany and other European countries, I was quite surprised when I read the headline that net sales in ETFs were down dramatically over the course of the first quarter of 2019. By reading the article, I found out that the numbers the respective analyst was looking at were a comparison of the global ETF flows within the first quarter of 2018 and the first quarter of 2019.
Even as the statement of the analyst could b
In a financial market people trade opinions on the future development of assets. Thus nothing is more important than information. If you know better or quicker that a company has developed a great product, in the long run you can make a fortune by buying shares of it. And if
Three things got me thinking about income investing this week. First, the yield on the US 10-year Treasury bond rose above 3% for the first time since 2014. Second, the ‘unr
A quick look at google trends reveals that the interest in fintech has recently exploded. While it was stable for 10 years, in 2014 it doubled and since 2015 it has taken off into the sky – or as the fintech guys would say into the cloud. Definitely it dwarfs other finance terms like factor investing, the interest in which has also increased rapidly
Obviously the financial markets were caught by surprise on June 24th – the day after the UK-referendum on the membership in the EU. A day which has been proposed to be celebrated as the new independence day of Great Britain – which might actually become Small Britain if as a result of disappointment Scotland wil
Governments and Central Banks in the US and Europe presided over a major economic disaster in the second half of the last decade. Commercial bankers followed official signals in building huge amounts of credit prior to 2008. The Central Banks and other experts assured us all that new banking ideas meant much higher levels of leverage and borrowing were just fine. Those of us wh