Market overview
US economic data seemed to have softened temporarily following a harsh winter. Meanwhile, the Chinese economy continues to slow and the eurozone keeps struggling with low inflation.
Theme: corporate bonds
We discuss the development in, and outlook for, corporate bond markets.
Interest rate hedging
EUR rates will probably range trade in the short term, but are likely to move up in the medium term.
FX hedging
Emerging market currencies have seen a merciless sell-off over the past year - a sell-off that has intensified in 2014 and we could very well experience more turbulence going forward.
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