quantitative-easing

Cazenove's CIO Richard Jeffrey has criticised policymakers who expected the global economy to bounce back to pre-crisis levels after 2009, branding such expectations a 'fallacy.'

Charles Evans, a leading Federal Reserve policymaker, has called on Ben Bernanke to issue further monetary stimulus as inflation higher than the 2% target would not be a "catastrophe".

The immediate future of the UK economy will not be dependant on a further round of quantitative easing (QE), a member of the Bank of England's rate setting body said yesterday.

Argonaut Capital's Barry Norris is taking positions in Swiss property and increasing exposure to gold miners within his funds, claiming more QE is almost inevitable.

Investors should be focusing on stocks with high and growing dividends, writes Henry Sanders III, manager of the Aviva Investors US Equity Income fund.

Veteran investor Jim Rogers is long the euro in his portfolio as he expects the eurozone to survive the sovereign debt crisis.

ON NORTH AMERICA

ON ASSET ALLOCATION

The programme of US bond purchases, affectionately known as QE2, has only just ended, yet there are already calls in America for a new initiative (presumably to be known as QE3) to be introduced. QE is dead, long live QE!

ON EUROPE