Investment
Consequences for investors of monetary policies
After the Great Recession (2008-2009) until now, the main central banks have established ultra-expansionary monetary policies to combat the extreme de-inflationary pressures resulting from excessive economic indebtedness , the fall in labor force growth (demography) and technological progress.
The value of assets and the important role of professional investors
The main assets offer far less value over the next 10 years in terms of anticipated yield than was the case over the last decade.
United States consumer confidence as a leading indicator of recessions
In the last 50 years, the United States economy has suffered a total of seven recessions. Each of them was preceded by a drop in consumer confidence in the world's largest economy, specifically of the indicator's one-year moving average.
The Federal Reserve lowers the reference rates and applies new stimuli
The Central Bank of the United States (Fed) has again lowered the reference rates for the third consecutive time during 2019. Far are the forecasts of rate hikes at the end of 2018 when our forecast was, and continues to be, that the Federal Reserve won't be able to upload them for a long time (years) and there is still a long way down.
In the current environment, should I sell or keep my investments?
It is not surprising that this climate generates doubts or reflections, and this question seems valid: Should I keep my investments or should I sell and leave? In reality, there is no simple answer since there are nuances and opportunity costs that imply different responses depending on the investment profile.
How to invest in dollar fixed-income today, with an eye to the future
On this occasion we would like to analyze the possibility of investing, with an eye to the future, to take advantage of forthcoming opportunities in dollar fixed-income.
Protect the profitability: discover why our clients come first
We present a success story. Find out how our fixed income portfolio managers - with our clients as the main focus - made the best financial decisions to protect the profitability on their portfolios.
Oil and geopolitical risk
Geopolitical risk increases affecting the price of certain commodities in the short term, although its long-term influence, is very low we do not advise basing investments on it.
Investors are holding fire from the central banks
Somewhat surprisingly, we're still seeing global investors paying an inordinate amount of attention to the decisions from the central banks in general and the Federal Reserve in particular.
The Argentine authorities seek to extend the maturities of government debt
The Argentine authorities seek to extend the maturities of more than 100 billion dollars of government debt, which includes over 50 billion of the International Monetary Fund (IMF).
Are we facing the imminent collapse of equities?
We are actually reading, in websites specialised in financial activity, about the imminent collapse of the equity indices or the divergence between the macroeconomic situation and the U.S. indices, which are close to record highs. What future is there for equities?
The importance of living in a sustainable world
If there is a fact that shows us the importance of living in a sustainable environment and focusing on the environment is that 29 July was the Earth Overshoot Day, i.e. the day when humanity consumed all the resources available for that year. The current pace is increasing and growing exponentially every single year.
Structured products linked to interest rates
Range accruals are undoubtedly among the most popular interest-rate linked structured products. They are worth looking into if you want to receive a regular interest payment above market rates, linked to changes in interest rates.
Change of trend in the price of silver
Although the price of silver may not change its trend, there could at least be an upturn that may drive the price up from the current 16 dollars an ounce to 25 dollars per ounce within a year.
Seven tips for investing successfully in a start-up (Venture Capital I)
Newly created emerging companies, start-ups are a vital part of value creation in the economy and make a positive contribution to society.
Sustainable financial investment: Plastic waste treatment
Sadly, plastic debris has become frequent in marine life, where plastic is found in the stomachs of cetaceans, birds, and fish
Sustainability, energy and commitment
"Sustainable development" is a relatively new concept and was first defined in 1987, in the Brundtland Report. A report that recognised that social development was taking place at a very high cost to the environment.
Increased demand for sustainable investment solutions
We are faced with a new wave marked by sustainability. In recent years, there has been a rise in demand for socially responsible investment solutions. The notable increase in awareness of economic, social and environmental sustainability is now also being clearly reflected in customer investments.
The Federal Reserve facing the loss of economic dynamism
Preliminary US activity indicators point to this loss of economic dynamism in the U.S. occurring in the second half of the year.
How to invest in different currencies
Private Banking clients are increasingly more interested in investing in different currencies. Structured products offer solutions to materialise this type of investment idea.
Central Banks are the major players
Valuations of risk assets are very tight so the return depends more than ever on the Central Banks.
How do you reconcile financial investment goals with sustainable development goals?
In 2015, the UN adopted a Sustainable Development agenda setting 17 goals that consider in aggregate terms the social, economic and environmental approach that together seek to end poverty and hunger, protect the planet and ensure that humanity enjoys peace and prosperity.
Invest in the current socio-economic environment
Structural changes in the socioeconomic environment cause changes in the levels of central bank rates
How can investors avoid financial repression in euros?
The European Central Bank ruled out raising official rates during 2019, a phenomenon is known as financial repression
How to release cash through changes between US Treasury bonds?
The yield offered by thirty-year US treasury bonds reduces progressively with respect to the return provided by the Fed funds rates
How do we benefit from falls in financial assets?
At BBVA in Switzerland we can provide alternatives that meet this requirement, through structured products such as 'Twin - Win'.
The importance of diversification for investors
The debt levels of governments and companies with respect to GDP are at a record levels, something we should take into account when investing
Investing in sovereign fixed income: traditional bonds or strips?
The difference between a strip bond and a traditional one is that a strip is a zero coupon bond, i.e. it does not pay coupons as these are included in the price. Therefore, strip they have a longer duration. For 30Y treasury bonds the duration or sensitivity to movements in interest rates is just under 20 years, while for strip bonds with the same maturity it is close to 30.
