Chapter 4 – Proof of the Philosophy…is in the Performance
The environment seems to be relatively favorable in the short term but, one cannot ignore the political risks that are adding to the volatility that markets are facing.
Fixed Income Views:
Balancing Caution and Opportunities
Central banks activism should in the short term keep supporting equity markets, but there is still ample potential for economic or political situations to go awry.
The UK’s vote to leave the EU boosted the activism of the central banks, which are keen to stave off any slowdown risks and liquidity accidents.