Informe de Treadneedle sobre la cumbre del cambio climático
La cumbre del cambio climático que se celebrará en Copenhague ha traido mucha esperanza sobre la unión mundial y la colaboración global para paliar uno de los mayores cambios que se le avecinan al mundo hoy. Esto es, sin precedentes, signo de que estamos en un cruce de caminos.
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Threadneedle - Global equity update. September 2009
One year on
Twelve months after the collapse of Lehman Brothers market volatility is now back to pre-crisis levels, which means that investors can sensibly deploy risk capital. This has driven significant inflows to risk assets, with equities and corporate bonds notable beneficiaries. But whilst credit spreads are now back at the levels seen a year ago, equities are still between ten and 20% down on the year (depending on market) despite their recent rallies. There are still significant sums of cash on the sidelines awaiting investment. This suggests that any setback in risk assets could be met with renewed buying.
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