Εικόνα για την κατηγορία Search for yield is joining the reflation party

Search for yield is joining the reflation party

Author: NN Investment Partners

As economic data surprises have fallen, inflation has stopped rising and expectations of growth-enhancing reforms in the US have faded, the reflation trade has lost momentum and the income theme has made a comeback in global markets. The search for yield has staged a revival, which is reflected in the recent performances of income generating assets. We therefore feel it is prudent to balance our allocation stance more between growth and income.

 

To read more click here