1. Following a comprehensive assessment of monetary policy settings, the Bank of Japan (BoJ) this morning announced “tweaks” to their settings rather than radical changes. Prior to the meeting, press reports had suggested that the BoJ were split in terms of the actions that were deemed necessary. 593 more words
Tags » Fixed Income
Over the coming year, there are many elections scheduled where populist parties are gaining traction, most notably in the US. As inequality issues cannot be reversed overnight, we believe uncertainty is likely to remain elevated in the coming year, favouring safer, lower volatility assets. 335 more words
1. Japanese Government Bonds – Canaries in the Coalmine?
In late January 2016, the Bank of Japan (BoJ) surprisingly cut their deposit rate to -0.10%, despite BoJ Governor Kuroda denying that he had contemplated such an action only a few days previously. 1,051 more words
The global economic growth is under pressure where near-zero interest rates and easy supply of money has become a new normal. The emerging markets, specifically India, is in a sweet spot and offering positive real returns which is building on the theme of domestic consumption led story and higher inflow of liquidity in the form of FDI and FII investments. 152 more words
Konstantin Dragomiretskiy, MFE class of 2017, will begin his internship at Morgan Stanley, New York, on October 17, in the Securitized Product Group under the Fixed Income division. 283 more words