However, the bond market has suffered as G5 government bond yields are in a poor state, with yields at or near record lows.

According to Eric Verleyen, CIO of SGPB who was speaking at an in-house press briefing, the value of commodities such as gold may also continue to fall before an eventual recovery.

Much of the equity success can be attributed to the strong performances of the US oil and gas industries.

Industrial and energy companies such as Valero Energy Corporation have acquired a multi-year competitive advantage from the extraction of shale oil and gas.

UK companies are paying high and rising dividends with strong global brands such as Reckitt Benckiser, as well as companies with competitive advantages such as BT Group, the French banking group said.

Within the commodities market Lyxor ETN Gold has performed particularly badly over the last few months, though is expected to pick up in the medium term.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Good news for the bond market is the number of strong yields in selected sub-ordinated financial debt at firms such as Axa and Barclays, Verleyen added.

 

Source: Private Banker International