June was a mixed month for global equity markets. Japanese and Asian equity markets posted solid gains, while UK and European equity markets fell. Benchmark 10-year government bond yields rose across the developed world. The euro continued to strengthen following more positive economic data.
Dabei stießen vor allem ETPs auf US-Large-Caps, breite Schwellenländer-Aktienmärkte und US-Investmentgrade-Anleihen auf Anlegerinteresse.
Although generating income when yields are at historic lows is not simple, it’s important to look past the short-termism of what investment style is in vogue and seek out the longer-term benefits of any approach.
The recent market moves have washed out many of the long positions in equities.