Guy Monson, CIO & managing partner at Sarasin & Partners, looks beyond the eurozone and identifies the other key themes that will affect investment decisions over the next six months.
A brave commentator might suggest that investors are finally losing their near two year fixation with the eurozone drama. Even before the rally on Friday 29 June following the EU leaders summit, global equities had managed to rise during the month (after an admittedly very tough May) while volatility remained surprisingly muted throughout the latest crisis. Soaring bond yields in Spain and Italy in the middle of last month seem also to have lost their ability to hold the rest of the world’s investment markets to ransom. Spanish yields touched 7% and Italian yields exceed 6%, but lo...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
