'Potential headwinds of a stronger euro'
In football or investment, beware the ‘closed’ system
Credit bubble primed to burst with recessionary consequences
The most important factor for European equities for the foreseeable future will be the direction of bond yields.
Central banks have a 'task and a half'
MFS Investment Management's Pilar Gomez Bravo
Fed tightening policy not enough
South Korea looks attractive
Warns of 'inevitable' financial crash
Favours EMD to mitigate rising rates