...o forse troppo aggressivo....
se l'inflazioine rimane bassa...quanto quotrerà la tua obbligazione???
molto meglio il templeton!!!
Fondi obbligazionari Franklin Templeton euro (1 Viewer)
- Creatore Discussione Caos
- Data di Inizio
se l'inflazioine rimane bassa...quanto quotrerà la tua obbligazione???
molto meglio il templeton!!!
alingtonsky
Forumer storico
Templeton Global Bond A Acc €
Fondi, ETF, Rendimenti, Performance, NAV |Fondi Italiani|Templeton Global Bond A Acc ?|ISIN:LU0152980495
FondiOnLine.it
H1 http://www.morningstar.it/it/snapshot/snapshot.aspx?lang=it-IT&id=F0000007LI
http://www.franklintempleton.it/italy/jsp/funds/fdata/0810_i_it_it.jsp
Fondi, ETF, Rendimenti, Performance, NAV |Fondi Italiani|Templeton Global Bond A Acc ?|ISIN:LU0152980495
FondiOnLine.it
H1 http://www.morningstar.it/it/snapshot/snapshot.aspx?lang=it-IT&id=F0000007LI
http://www.franklintempleton.it/italy/jsp/funds/fdata/0810_i_it_it.jsp
alingtonsky
Forumer storico
13:19:32 | 31 March 2010
...
"I believe global financial markets in 2010 will be marked by economic delineation between overleveraged developed economies versus emerging markets, particularly in Asia, that have stronger underlying fundamentals,’ says Hasenstab.
The US economy is improving, and though it continues to face challenges, we believe it has better growth prospects compared with the eurozone or Japan.’
He intends to have a negative exposure to the Japanese yen and euro to position himself for relatively weaker conditions in these two regional economies versus that of the US.
‘Global governments’ successful monetary and fiscal policy stimulus to stave off a global depression has created future risks of excess liquidity, inflation, higher taxes and other negative consequences. The timing of reversing stimulus will present a challenge for policymakers worldwide.’
His final strategy for 2010 will be to gain exposure to some spread sectors he believes are set to potentially benefit from healthy economic global activity in 2010, as well as exposure to some commodity-based currencies as long-term inflation hedges.
Hasenstab runs over a dozen funds for Franklin Templeton, his biggest being the $5.7 billion (€4.2 billion) Templeton Global Bond which in the last five years has returned 56.9% while its benchmark, Citigroup WGBI TR, rose 26.8% in dollar terms.
Avoid developed countries, says Templeton bond star | Fund Selector | Citywire
Yahoo! Babel Fish - Traduttore on line | Tradurre testi e pagine web
...
"I believe global financial markets in 2010 will be marked by economic delineation between overleveraged developed economies versus emerging markets, particularly in Asia, that have stronger underlying fundamentals,’ says Hasenstab.
The US economy is improving, and though it continues to face challenges, we believe it has better growth prospects compared with the eurozone or Japan.’
He intends to have a negative exposure to the Japanese yen and euro to position himself for relatively weaker conditions in these two regional economies versus that of the US.
‘Global governments’ successful monetary and fiscal policy stimulus to stave off a global depression has created future risks of excess liquidity, inflation, higher taxes and other negative consequences. The timing of reversing stimulus will present a challenge for policymakers worldwide.’
His final strategy for 2010 will be to gain exposure to some spread sectors he believes are set to potentially benefit from healthy economic global activity in 2010, as well as exposure to some commodity-based currencies as long-term inflation hedges.
Hasenstab runs over a dozen funds for Franklin Templeton, his biggest being the $5.7 billion (€4.2 billion) Templeton Global Bond which in the last five years has returned 56.9% while its benchmark, Citigroup WGBI TR, rose 26.8% in dollar terms.
Avoid developed countries, says Templeton bond star | Fund Selector | Citywire
Yahoo! Babel Fish - Traduttore on line | Tradurre testi e pagine web
alingtonsky
Forumer storico
Templeton Global Bond Fund A EUR Acc al 18/05/2010 da inizio anno +23,63%
alingtonsky
Forumer storico
Hasenstab, who oversees more than $58 billion between the domestic and non-U.S. versions of the fund, shunned debt-laden countries including the U.S., Japan and much of Europe even before the Greek debt crisis undermined confidence in the euro. He favors the bonds and currencies of faster-growing Asian and Latin American nations with smaller budget deficits.
“Sitting here in the U.S., we are focused on massive debts,” he told investors at a presentation in New York this month. “In other places the opportunities are more compelling.”
The strategy is working, with the $34 billion Templeton Global Bond Fund outperforming all world bond rivals during the past decade.
....
Templeton Global Bond returned 12 percent annually in the 10 years ended April 30, compared with an average 6.6 percent for the world bond category, Morningstar data show. World bonds have at least 40 percent of their assets invested outside the U.S., according to Morningstar’s definition of the group.
...
Templeton Global Bond, which Hasenstab has managed since 2001, held no government bonds from the U.S., Japan or the U.K. as of Feb. 28, according to an April rregulatory filing. Its largest holdings were in South Korea, Australia and Poland.
...
On the bond side, Hasenstab likes countries such as Indonesia and Brazil, which have manageable debt and the prospect of stable or declining long-term interest rates, he said.
On the currency side, he looks for countries where he expects interest rates to rise, such as Norway, Australia, China and India. “Despite global problems, these economies are robust,” he said.
...
Australia, which represented 9.8 percent of Hasenstab’s portfolio, was one of the few economies, along with China and India, to skirt last year’s global recession. The Australian dollar, which was worth 63 U.S. cents in March 2009, currently trades for 86 cents, Bloomberg data show.
Hasenstab’s uncommon strategy of making bets on both bonds and currencies distinguishes him from most rivals, said Kevin McDevitt, an analyst with Morningstar.
“He is willing to do things others would not be comfortable doing” said McDevitt in a telephone interview.
...
Templeton Global Bond fell 4 percent in the week before the European plan was announced as bonds tumbled around the world. In times of panic, investors don’t make distinctions and sell everything, Hasenstab said.
“Once things settle out you will see that differentiation return,” he said.
Last Updated: May 18, 2010 19:00 EDT
Templeton?s Hasenstab Avoids Europe Debt Trap in Top Bond Fund - Bloomberg.com
“Sitting here in the U.S., we are focused on massive debts,” he told investors at a presentation in New York this month. “In other places the opportunities are more compelling.”
The strategy is working, with the $34 billion Templeton Global Bond Fund outperforming all world bond rivals during the past decade.
....
Templeton Global Bond returned 12 percent annually in the 10 years ended April 30, compared with an average 6.6 percent for the world bond category, Morningstar data show. World bonds have at least 40 percent of their assets invested outside the U.S., according to Morningstar’s definition of the group.
...
Templeton Global Bond, which Hasenstab has managed since 2001, held no government bonds from the U.S., Japan or the U.K. as of Feb. 28, according to an April rregulatory filing. Its largest holdings were in South Korea, Australia and Poland.
...
On the bond side, Hasenstab likes countries such as Indonesia and Brazil, which have manageable debt and the prospect of stable or declining long-term interest rates, he said.
On the currency side, he looks for countries where he expects interest rates to rise, such as Norway, Australia, China and India. “Despite global problems, these economies are robust,” he said.
...
Australia, which represented 9.8 percent of Hasenstab’s portfolio, was one of the few economies, along with China and India, to skirt last year’s global recession. The Australian dollar, which was worth 63 U.S. cents in March 2009, currently trades for 86 cents, Bloomberg data show.
Hasenstab’s uncommon strategy of making bets on both bonds and currencies distinguishes him from most rivals, said Kevin McDevitt, an analyst with Morningstar.
“He is willing to do things others would not be comfortable doing” said McDevitt in a telephone interview.
...
Templeton Global Bond fell 4 percent in the week before the European plan was announced as bonds tumbled around the world. In times of panic, investors don’t make distinctions and sell everything, Hasenstab said.
“Once things settle out you will see that differentiation return,” he said.
Last Updated: May 18, 2010 19:00 EDT
Templeton?s Hasenstab Avoids Europe Debt Trap in Top Bond Fund - Bloomberg.com
jason
www.antica-falegnameria.i
sapete da un paio di settimane avevo pensato di acquistare 5000€ di questo fondo, ed eventualmente di accostare un analoga cifra in uno su mercati emergenti sara' tardi?
mi consigliate un emergente con buoni fondametali, in alternativa pensavo ad un azionario small CAP americano o Asia
mi consigliate un emergente con buoni fondametali, in alternativa pensavo ad un azionario small CAP americano o Asia
jason
www.antica-falegnameria.i
e avevi proprio ragione!!
anke dopo questa splendida cavalcata riskiero' qualcosa su questa gestione
maestosopapero
Forumer storico
ragazzi state lontano da fondi obbligazionari in questo momento..........il flusso cedolare che incorporano non compenserebbe in alcun modo una eventuale attesa di rialzo dei tassi..............i fondi obbligazionari (tutti) in questo momento non sono efficienti per definizione...............
Se poi sei attratto dal rendimento, stai ancora più alla lontana...............quel rendimento è provocato per il 90% dalle valute e per il 10% DAL SOTTOSTANTE.........
Buona domenica
Se poi sei attratto dal rendimento, stai ancora più alla lontana...............quel rendimento è provocato per il 90% dalle valute e per il 10% DAL SOTTOSTANTE.........
Buona domenica
jason
www.antica-falegnameria.i
ok quindi obbligazionari=bolla Internet del 2000?
gli azionari emergenti sono molto riskiosi rimane solo i c/c di deposito?
il problema delle valute nn mi sembra così impellente e' inevitabile ke
le economie emergenti recuperino sull'€, questo come incide su questi obbligazionari?
faccio ankora in tempo a nn impiccarmi, ma se gli obblig. sono in bolla?
gli azionari emergenti sono molto riskiosi rimane solo i c/c di deposito?
il problema delle valute nn mi sembra così impellente e' inevitabile ke
le economie emergenti recuperino sull'€, questo come incide su questi obbligazionari?