The ‘exploitable anomalies’ revealed by political uncertainty
Wage inflation has been considered the missing piece in the US economic recovery. But waiting for wage rises before raising rates will be a grave policy error, argues Toby Thompson from Brooks Macdonald Funds.
European stocks rebounded on Friday after ECB president Mario Draghi said the central bank is ready to expand its asset purchasing programme if inflation in the eurozone continues to lag.
A series of unfortunate events
‘Property is our favourite asset class of 2014’
The European Central Bank (ECB) is increasingly likely to announce full quantitative easing before the end of the year, interpretations of president Mario Draghi's latest comments suggest.
As the US Federal Reserve finally turns off the money printing presses, veteran investor Bill Gross has warned the global economy cannot survive without the support of quantitative easing.
Extreme price moves spell tough times for bond investors
GAM's Charles Hepworth expects the market falls seen earlier this month to spur an end-of-year rally, making up the losses suffered by equity investors.
Divergent monetary policy is causing currency volatility, and the euro has slumped. BlackRock's Stuart Reeve explores how European equity investors can weather the turbulence.