ECB

Economics

ECB QE 'tapering' prompts sharp rise in European bond yields

Potential for QE to be ended earlier than expected

clock 06 October 2016 • 1 min read

Europe

How long until European equities reach a new market high?

Stephen Macklow-Smith, manager of the JPMorgan European investment trust, takes a closer look at the factors that could drive an encouraging earnings story on the continent.

clock 02 September 2016 • 3 min read

Bonds

Are 'risky' bonds and CoCo's becoming desirable again?

The bonds of financial institutions, specifically the more risky ones such as Additional Tier 1 (AT1) or 'CoCos', look particularly desirable again, according to Vontobel AM's Mondher Bettaieb.

clock 02 September 2016 • 2 min read

Global

Fed vice chair praises success of negative rates in other countries

But not on the table for the US

clock 31 August 2016 • 1 min read

Multi-asset

Barings' Mahon: The anomalies making US 'linkers' look increasingly attractive

Ultra-low interest rates are not going away

clock 22 August 2016 • 5 min read

Europe

Brexit's impact on Europe's peripheral economies

Concerns over Italian banks

clock 04 August 2016 • 3 min read

Multi-asset

Why the break-up of the EMU could have much deeper consequences than Brexit

The UK has voted: Brexit it is. Even though the uncertainty around the vote result is behind us, a new road full of unknowns opens up, writes Florence Barjou, deputy head of active investment strategies and head of multi-asset investments at Lyxor Asset...

clock 25 July 2016 • 2 min read

Economics

ECB leaves rates on hold in first meeting since Brexit

Interest rates at 0%

clock 21 July 2016 • 2 min read

Equities

The threats to global equities: Contagion from China, slower growth, depreciating currency and increasing debt

After a long period of upward trending equity markets, the last ten months have been a harsh reminder for active equity managers of what uncertainty can do to stock prices. We have witnessed large swings in terms of general sentiment as well as factors...

clock 08 July 2016 • 2 min read

Bonds

Leaviss on bonds after Brexit: Long-term value does exist in the sector

UK government bonds are appealing

clock 08 July 2016 • 2 min read
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