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Emerging Markets Economic Update: Growth, Inflation and Monetary Policy
Pioneer’s Head of Global Asset Allocation Research, Monica Defend, along with U.S. and Latin America Global Asset Allocation Research Economist, Annalisa Usardi, recently released an economic update on...
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ECB Tackles Low Growth and Falling Inflation
Attended by the world’s top central bankers, the European Central Bank (ECB) met in August for its regular monthly meeting in Jackson Hole, Wyoming. I thought I would share some insights from Tanguy Le...
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ECB Meeting: Quantitative Easing is coming, but will it benefit bonds?
Today, at their monthly interest rate meeting, the ECB announced no significant changes to their monetary policy settings. Market expectations had recently shifted from expecting an immediate start to...
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ABBA Time
Mamma Mia!! Yesterday morning (Thursday February 12th 2015) the Swedish central bank (the Riksbank) decided to take a chance on Quantitative Easing (“QE”), cutting the repurchase rate to -0.10% and...
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Greece is the Word
The three key take-away points from last Friday’s deal: 1. Greek politicians shouldn’t play poker: Whether the new government was faced with a lack of time or simply wasn’t experienced in bail-out...
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The 2015 Global Risk Map: Hedging Geopolitical Challenges
Central Banks are likely to continue to dominate the global economy as well as financial markets again in 2015. Asset prices will likely benefit from abundant liquidity. However, divergent monetary...
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Friendly Central Banks, Friendly Markets?
The Central Bank bonanza has continued to lift financial markets, especially risky assets, towards new highs. This has happened in a weak economic framework, for most of the areas, further exacerbating...
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U.S. Update: Broad-Based Economic Growth
In a recent report, Pioneer Investment’s Global Asset Allocation Research team, led by Monica Defend, updated their outlook for the U. S. economy in 2015. A few key insights from that report follow. To...
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Celebrate Good Times, Come On!
Last week the markets celebrated a dovish message from the Fed. The Fed says it is neither “patient” nor “impatient”… but doves were pleased. You can find the reaction of Pioneer’s Chief Investment...
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Chinese Rates – What’s Next?
A View from the Emerging Markets Desk Following several months of disappointing inflation data, the Chinese Central Bank moved to cut rates on Sunday. The People’s Bank of China (PBoC) cut the...
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UK Forecast Update: Growth, Inflation and Monetary Policy
Pioneer’s Head of Global Asset Allocation Research, Monica Defend, along with Europe and EMEA Global Asset Allocation Research Senior Economist, Andrea Brasili, recently released an update on the UK...
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Greece at Centre Stage: Can we Expect Market Normalisation?
European Investment Grade Credit Markets have been erratic during the first half of the year, as economic volatility has continued to the end of Q2. Alessandro D’Erme explores the potential market...
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A Multi-Asset Response to Rising Bond Yields
Balanced Strategies Desk Reema Desai looks at three ways the team believes alpha can be generated against an environment of rising yields. Reema also outlines what investors might consider going into...
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European Equities – Where Next?
View from the European Equities desk 2015 was to be the year of European Equities. After five years of trailing the U.S. market, all eyes turned to Europe, as the power of Quantitative Easing (QE) and...
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3 Things the European Investment-Grade Fixed Income Team Talked About Last Week
50 Shades of QE The ECB’s September introductory statement reads “We emphasise our willingness and ability to act, if warranted, by using all the instruments available within our mandate”. It goes on...
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3 Things the European Investment-Grade Fixed Income Team Talked About Last Week
1. ECB – When Doves Talk It appears likely that the U.S. Federal reserve will increase the Fed Funds rate for the first time in almost a decade at their forthcoming December meeting. This has led to...
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Fed Stays the Course While Watching Global Events
In its January 27 meeting the Federal Open Market Committee (FOMC) members indicated that they expected economic data to be supportive of further tightening, but they continue to remain data dependent....
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Geopolitical Trends Shaping the Investment Landscape
Geopolitical risks are rising around the world and in our view will continue to be a key theme for financial markets in 2016. We are pleased to introduce Dr. Robert Wescott, President of Keybridge...
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European Fixed Income: Still Value in Euro Subordinated Debt
Quarterly Outlook 2016 Tanguy Le Saout Head of European Fixed Income
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Emerging Markets: The Worst may be Over
Quarterly Outlook Mauro Ratto Head of Emerging Markets
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