Outlook Archivi « La Mia Finanza International

Why we still prefer stocks over bonds

Editor - LMF International - 17/05/2022 09:50:45 (updated 17/05/2022 11:31:36)

·We recently cut risk, but stick with stocks over bonds for now. Equity prices now reflect much of the worsening… »

Editor - LMF International - 05/05/2022 15:40:08 (updated 22/10/2022 01:03:29)

·Treasury announced across the curve cuts to nominal auction sizes in its May refunding announcement, surprising against our expectation for… »

Editor - LMF International - 27/04/2022 11:07:20 (updated 27/04/2022 11:32:26)

We expect Treasury to announce a ﬁnal round of nominal auctions size cuts, concentrated at longer maturity sectors, at its… »

Editor - LMF International - 26/04/2022 16:29:10 (updated 26/04/2022 19:06:32)

1. Growth across the Euro area has so far held up better than expected since the onset of the war… »

Editor - LMF International - 21/04/2022 10:25:10 (updated 21/04/2022 10:35:31)

Looking at the current and future scenario, we remain cautious in terms of overall risk taking. Some long-standing trends, such… »