Alain Bokobza - Société Générale
Last quote by Alain Bokobza
We find increasing evidence that the de-equitisation process, by which the weight of equity holdings in portfolios diminishes over time and is substituted by debt, has finally come to an end. The main driver for re-equitisation could be gradually rising bond yields (Make reflation great again). Rising bond yields imply losses on existing bond portfolios (underweight bonds) and, when bond yields move higher, the risk budget of investors tends to increase (overweight equity).feedback
Jul 21 2017
Alain Bokobza has been quoted 2 times in 2 different articles. On this page, you will find all of Alain Bokobza’s quotes organized by date and topic. Alongside each quote is a link back to the article where the quote was reported, so you can go back to the source for more context if you need it. Topics that Alain Bokobza speaks about are Fed, U.S., and risk, for example. Most recently, Alain Bokobza was quoted in the article Federal Reserve won’t hike interest rates this year, Societe Generale’s Alain Bokobza says saying, “We are still at risk in the coming month that we are going to continue to reprice the Fed for 2017, which is as much a boost to global risk assets on one side and, on the other side, it prevents the U.S. dollar from doing what the consensus is expecting, which is to rise.”.
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Quotes by Alain Bokobza
Jul 11 2016
We are still at risk in the coming month that we are going to continue to reprice the Fed for 2017, which is as much a boost to global risk assets on one side and, on the other side, it prevents the U.S. dollar from doing what the consensus is expecting, which is to rise.feedback
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