9 search results for #Market Perspectives
Japanese equities Improved returns at Japanese companies Improvement in Japanese companies' returns (ROE) in the last two decades Source: Bloomberg as of (MSCI Japan index). Enterprise valuation multiple (EV/EBITDA) at a 20-year low (down...
Diversified Fixed Income Portfolios
Diversified Fixed income Portfolios Yield levels of most fixed income asset classes remain attractive from a historical point of view Average initial yield of investment grade Corporate bonds, in terms of yield to worst Source: Bloomberg,...
Private Credit What is private credit? Private credit consists of non-bank loans where debt is neither issued nor traded in the public markets. trillion dollars Size of the global private credit market including effective issuance and dry...
What are small caps The value of diversifying with small caps
The value of diversifying with small caps What are small caps? Small caps1 are listed companies whose market capitalization is between USD 300mn and USD 2bn in large markets such as the US, although the range limits vary depending on the...
Emerging Markets Debt: an alternative to diversify portfolios
Emerging Markets Debt: an alternative to diversify portfolios Why emerging markets debt and why now? Based on their historical experience, emerging countries' central banks understood very quickly that the inflation surge was not "transitory".As...
Nearshoring: An opportunity for Latin America
Nearshoring: An opportunity for Latin America Labour costs, logistics disruption and geopolitical risks are driving the nearshoring phenomenon China's entry into the World Trade Organisation (WTO) in generated a dynamic of globalisation in...
A new yield enviornment short-term fixed-income
Back to Articles Perspectives Important Legal Information This document has been prepared by Banco Santander, S.A. ("Santander") for information purposes only and is not intended to be, and should not be construed as, investment...
Fixed-income: Time to add duration to portfolios
Positive real long-term interest rates, expectations of future cuts in benchmark rates, and fixed-income's diversification effect make this a good time to think about adding duration to portfolios.
the year of consumer spending in China
Back to Articles Perspectives Important Legal Information This document has been prepared by Banco Santander, S.A. ("Santander") for information purposes only and is not intended to be, and should not be construed as, investment...