Friday, September 28, 2012

Reuters: US Dollar Report: GRAPHIC-Policy-buoyed Q3 ends; 9 months in market graphics

Reuters: US Dollar Report
Reuters.com is your source for breaking news, business, financial and investing news, including personal finance and stocks. Reuters is the leading global provider of news, financial information and technology solutions to the world's media, financial institutions, businesses and individuals. // via fulltextrssfeed.com
GRAPHIC-Policy-buoyed Q3 ends; 9 months in market graphics
Sep 28th 2012, 14:35

LONDON, Sept 28 | Fri Sep 28, 2012 10:35am EDT

LONDON, Sept 28 (Reuters) - The unlikely combination of Spanish bonds and gold were top best performers during a third quarter of 2012 that was defined by the European Central Bank's bond-buying euro rescue plan and more money-printing in the United States and Japan.

Soft commodities and the dollar were best avoided in the three months to September, yet most major markets eked out positive gains in a policy-dominated period.

For 2012 so far, however, hard currency emerging market sovereign debt and Asian equities outside Japan stand out with gains of more than 14 percent each.

More generally global equities, emerging markets and gold have all returned more than 10 percent to date. In fact it was hard to remain underwater, with even 10-year U.S. Treasuries and German bunds returning more than four percent.

Country-by-country, Indian and German equity shone. Spain and Portugal remain in the red.

Portugal, Ireland and Hungary are the big sovereign bond stars of the year so far - largely on outsize bouncebacks from from a torrid 2011.

In currencies, you would have done well being long of Mexican pesos and Hungarian forints against the dollar in the year to date, but short of Brazilian real and Argentine pesos.

Healthcare and technology stocks were the best performing equity sectors, while utilities and energy lagged.

Convertible arbitrage and event-driven hedge fund strategies outperformed there. Macro and equity neutral strategies are still in the red on average.

BROAD ASSET SHIFTS IN Q3 AND 2012 SO FAR

Graphic on Q3:

COUNTRY EQUITY PERFORMANCE SO FAR IN 2012

BOND MARKET MOVES SO FAR IN 2012

CURRENCIES SO FAR IN 2012

EQUITY SECTORS SO FAR IN 2012

EMERGING MARKET EQUITIES SO FAR IN 2012

COMMODITIES SO FAR IN 2012

HEDGE FUND STRATEGIE

  • Link this
  • Share this
  • Digg this
  • Email
  • Reprints

You are receiving this email because you subscribed to this feed at blogtrottr.com.

If you no longer wish to receive these emails, you can unsubscribe from this feed, or manage all your subscriptions

0 comments:

Post a Comment

 
Great HTML Templates from easytemplates.com.