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The last QE trade

Weekly investor research

31 October 2016

EM markets are outperforming developed markets both in normal market conditions and during bouts of serious yield curve steepening in developed economies. The rally in long bonds in developed economies may be the second last of the big QE-sponsored trades. The final QE trade will be to take profits and rotate portfolios into non-QE markets, which now offer better return and less risk.

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