Monetary policy divergences: towards a significant asset allocation shift
The European Central Bank insists that it will independently decide on the course of its monetary policy compared to the Fed. In this case, this...
Tag: asset allocation
Money market funds, the star of the year
Investors have added $128 billion to US money market funds since the beginning of the year, according to the Investment Company Institute. Corporations had a...
At the dawn of a major real estate crisis
Nearly $175 billion in home loans are at risk of default. The rapid rise in interest rates and the end of easy money caused a...
The resilience of the US bond market
Admittedly, US debt lost almost 13% in 2022 as the Fed raised its target interest rate on overnight lending between banks seven times, from 0.25%...
2023: the perfect storm for the bond market?
Investors found few places to hide in 2022. Both major asset classes: stocks and bonds, fell significantly globally. But if analysts are correct, 2023 will...