Goldman Sachs said the net effect of the recent market volatility on Europe’s growth outlook is likely to be relatively small with the boost to growth from lower oil prices offsetting the hit from weaker equity prices and a stronger Euro exchange rate
It will not be now and it will not be strong but the oil price recovery could start during 2016. Frank Nicolas, head of investment and client solutions at Natixis AM thinks that “even if oil falls a bit further there is light at the end of the tunnel”.
Emerging-market assets are so cheap that they may be “the trade of a decade”, according to Christopher Brightman, chief investment officer at Research Affiliates (Pimco). Brightman said that EM stocks and bonds appeared cheap relative to historic price action as well as alternatives.
The ECB last week, in several statements, took the opportunity to clarify bank capital requirements. We think this was a conscious effort to provide a higher degree of certainty to the market, post the aggressive bank sell-off earlier this year.
According to the latest ICMA repo survey, overall activity in the EU repo market declined slightly in December 2015. However, we think it is premature to consider this a sign of bottoming out after the last five-year downward trend. Regulation and abundant liquidity in a context of negative rates are likely to favour a further gradual contraction.
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2 evenings to find out about the latest from the digital industry & 2 days to find ideas and to crea
ICDA will return this year to its alpine home for the 38th Bürgenstock Meeting.
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