markets summer volatility

The excessive risk perception in the European stock market

Markets Resist The Summer Volatility; Time To Change Viewpoint

The end of the summer season is coming to an end with investors returning to markets not looking much different from when they left. We should not take everything for granted but to look at the world from other investors’ viewpoint as well. It is very well to say bond yields should rise because inflation is picking up, but for a manager with a fixed income mandate the question is ‘where?’ they are in the market, no ‘if?’