European bonds outlook

The European Central Bank (ECB) is likely to move glacially towards the end of quantitative easing (QE) while remaining very sensitive to any signs of weaker economic and inflation data. Although the Bank of England (BoE) has sent a message of intent to start normalising by raising interest rates, policy will likely be guided by the headwinds generated by Brexit and the direction of sterling and inflation. Outlook for corporate bonds: What to expect in 2020. The European Central Bank’s asset purchases appear set to continue for a prolonged period, offering additional support to investment-grade bonds. For high-yield bonds, meanwhile, faster economic growth should all but nullify the threat of any spike in the default rate. Powerful structural trends are testing limits — and threaten to intersect with the near-term outlook and become market drivers. Rising inequality and a surge in populism have implications for taxes and regulation. Trade frictions and deglobalization are weighing on growth and could boost inflation.

31 Jan 2020 In fixed income, we expect core euro zone bond yields to move sideways between European equities and core European government bonds  15 Jan 2020 The yield gap between 10-year nominal and inflation-protected bonds -- otherwise known as the breakeven rate -- has risen to 1.08 percentage  30 Dec 2019 The majority of high yield bonds offer fixed coupons and multi-year call protection , allowing investors to better forecast interest income and  Credit valuations have become extended, making the market vulnerable to corrections. However, the backdrop remains positive for corporate bonds. Yields that are approaching lower bounds make government bonds less effective portfolio ballast, especially outside the U.S. This causes a rethink of portfolio  Despite a slowing eurozone economy and lower rates forecast, European covered bond issuance could rise by 5% to 10%, given a rise in scheduled maturities  10 Feb 2020 Euro zone bond yields edged down on Monday with Italian and Irish bonds in focus after rating agency Fitch maintained its negative outlook on Italy's debt to be supported by the European Central Bank's asset purchases.

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13 Dec 2019 Morgan Stanley's investment outlook for the year ahead. bonds and global investor base that is under-indexed to Europe may all boost  19 Dec 2019 We preview economic reports and forecasts from the US, UK/Europe, and Click here for Moody's Credit Outlook, our sister publication  Each year brings another retreat for European investment banks, as their bankers gathered in Munich in November to discuss the outlook for covered bonds. 10 Dec 2019 First, bonds that have risen in value stand to sink should rates rise (bond outlook about how the private bank's clients should adjust their bond The firm points out the value in U.S. dollar-denominated European bank  20 Nov 2019 Our Long-term Investment Outlook (LTIO) report sets out our This is partly because many European corporate bond issuers are global 

15 Jan 2020 The yield gap between 10-year nominal and inflation-protected bonds -- otherwise known as the breakeven rate -- has risen to 1.08 percentage 

The European Commission cut its euro-area growth and inflation forecast for next year as trade tensions and policy uncertainty weigh on the region, strengthening Mario Draghi’s case for further stimulus measures. With interest rates surging 50 basis points from the beginning of this year to Feb. 21, it appears the bear is starting to show its teeth. If this is the beginning of a bear market in bonds, however, it is unlikely to be a very long or painful one. DBRS Morningstar invites you to attend a webinar on the 2020 outlook for European structured finance and covered bonds on 30 January 2020 at 10 a.m. EST/3 p.m. GMT/4 p.m. CET. The webinar will be hosted by Gordon Kerr, Head of Global Structured Finance Research, in London. The European Central Bank (ECB) is likely to move glacially towards the end of quantitative easing (QE) while remaining very sensitive to any signs of weaker economic and inflation data. Although the Bank of England (BoE) has sent a message of intent to start normalising by raising interest rates, policy will likely be guided by the headwinds generated by Brexit and the direction of sterling and inflation. Outlook for corporate bonds: What to expect in 2020. The European Central Bank’s asset purchases appear set to continue for a prolonged period, offering additional support to investment-grade bonds. For high-yield bonds, meanwhile, faster economic growth should all but nullify the threat of any spike in the default rate. Powerful structural trends are testing limits — and threaten to intersect with the near-term outlook and become market drivers. Rising inequality and a surge in populism have implications for taxes and regulation. Trade frictions and deglobalization are weighing on growth and could boost inflation.

11 Dec 2019 Swiss government bond yields are negative all the way out to 50-year maturities. A whopping 20% of European investment-grade corporate 

7 Jun 2019 significant Fed easing cycle, and interest rates on government bonds in. Europe have moved into more extreme negative yield territory; second,. European Bond Market Outlook Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Certain data provided is that of a third party. The European Commission cut its euro-area growth and inflation forecast for next year as trade tensions and policy uncertainty weigh on the region, strengthening Mario Draghi’s case for further stimulus measures. With interest rates surging 50 basis points from the beginning of this year to Feb. 21, it appears the bear is starting to show its teeth. If this is the beginning of a bear market in bonds, however, it is unlikely to be a very long or painful one. DBRS Morningstar invites you to attend a webinar on the 2020 outlook for European structured finance and covered bonds on 30 January 2020 at 10 a.m. EST/3 p.m. GMT/4 p.m. CET. The webinar will be hosted by Gordon Kerr, Head of Global Structured Finance Research, in London.

The European Commission cut its euro-area growth and inflation forecast for next year as trade tensions and policy uncertainty weigh on the region, strengthening Mario Draghi’s case for further stimulus measures.

3 Jan 2019 Investment heads and asset allocators are divided on the outlook for bonds in 2019 following a tumultuous year for the asset class. 7 Jun 2019 significant Fed easing cycle, and interest rates on government bonds in. Europe have moved into more extreme negative yield territory; second,. European Bond Market Outlook Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Certain data provided is that of a third party. The European Commission cut its euro-area growth and inflation forecast for next year as trade tensions and policy uncertainty weigh on the region, strengthening Mario Draghi’s case for further stimulus measures. With interest rates surging 50 basis points from the beginning of this year to Feb. 21, it appears the bear is starting to show its teeth. If this is the beginning of a bear market in bonds, however, it is unlikely to be a very long or painful one. DBRS Morningstar invites you to attend a webinar on the 2020 outlook for European structured finance and covered bonds on 30 January 2020 at 10 a.m. EST/3 p.m. GMT/4 p.m. CET. The webinar will be hosted by Gordon Kerr, Head of Global Structured Finance Research, in London.

The European debt crisis is a multi-year debt crisis that has been taking place in the European Although market reaction was rather slow—Greek 10-year government bond yield only exceeded 7% in April At the time, the European Commission released a forecast of a 1.8% decline in EU economic output for 2009,  one of Julius Baer's locations below. Alternatively if your location is not listed please select international. International. English · Deutsch · Español. Europe