The Long Wait

Risk assets struggle for impetus against negative newsflow

GERAUD CHARPIN, PORTFOLIO MANAGER, BLUEBAY ASSET MANAGEMENT

The uneventful meetings from the Bank of Japan (BoJ) and the Federal Reserve (Fed) earlier in September were broadly seen as a green light for risk assets, confirming that the largest actors behind the rise in asset valuations were still intent on keeping rates/yields at ultra-low levels. In the context of benign global economic data, continued stimuli in China, stabilised commodity prices and some repair work being carried out in emerging market countries, we believe that the very near term horizon...

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