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Articles by Paul Smillie
In Credit Weekly Snapshot – Tech it to the limit
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). We saw a steepening of the yield curve in core markets of the US, Germany and the UK last week. To illustrate this, the US two-year yield fell by around 9bps while the US 30-year yield fell by around 1bps.
Too Big to Bundle: Why Japan merits a dedicated equity allocation
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). The investment case for Japan rests on corporate governance reforms, not monetary policy, currency movements or economic activity. As companies unwind corporate cross-shareholdings, we see opportunities for ample value creation for investors.
In Credit Weekly Snapshot – One night in Bangkok
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). Government bond yield curves bull flattened last week: US two-year yields fell around 8bps and 30-year yields declined around 17bps. European and Japanese bond markets saw similar, smaller moves. Concerns about artificial intelligence (AI)-led growth triggered safe-haven demand for government bonds, despite persistent worries about energy-led inflation.
La Cina stimolerà ancora l'economia?
L’entità dei dazi imposti sulle importazioni cinesi negli Stati Uniti cambia di settimana in settimana. Nonostante la sospensione di 90 giorni accordata di recente, il loro effetto potenziale sulla crescita economica cinese potrebbe essere significativo[1]. Tutto questo accade in un momento in cui la Cina ha urgente bisogno di incrementare la domanda ed i consumi domestici[2].
China no contará esta vez con un gran paquete de estímulos
TRIBUNA de Paul Smillie, analista sénior de Crédito, CTI. Comentario patrocinado por Columbia Threadneedle Investments. Este es un artículo exclusivo para los usuarios registrados de FundsPeople. Si ya estás registrado, accede desde el botón Login. Si aún no tienes cuenta, te invitamos a registrarte y disfrutar de todo el universo que ofrece FundsPeople.
El desplome de NYCB: ¿podrían los acontecimientos del banco afectar a las entidades más pequeñas?
Paul Smillie expone el caso del NYCB en el contexto macroeconómico actual y cómo podrían verse afectadas las pequeñas entidades, además de explicar si dicha vicisitud se podría dar en Europa. Comentario patrocinado por Columbia Threadneedle Investments. Regístrate en FundsPeople, la comunidad de más de 200.000 profesionales del mundo de la gestión de activos y patrimonios.
Così l’Italia rischia di provocare il crollo dei mercati
L’Italia è la nostra maggiore causa di apprensione nell’eurozona. I problemi del Paese non si limitano all’elevato rapporto debito pubblico/pil (che a oltre il 132% è il più elevato dell’area euro dopo quello della Grecia) e al ristagno della sua economia, che dall’inizio del 2018 si trova sull’orlo della recessione. Timori maggiori giungono dalle banche del Paese, che rimangono ampiamente... Contenuto riservato agli abbonati.
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