The Fed and the Bank of Japan failed to disappoint markets on Wednesday. And, with that lack of disappointment, has come a growing belief that the banking sector might well be turning once more into a viable investment destination.
Against a backdrop of macroeconomic uncertainty, most fund selectors based in the Grand Duchy intend to increase their allocation to long/short equity funds. They also follow the other main trends: buying emerging market equities and corporate bonds, and selling US equities and government bonds.
In this Q&A session, filmed at a Pan-European Congress hosted by International Adviser’s sister publication Expert Investor, Yanis Varoufakis reveals exclusively why he is not a eurosceptic. He also explains why he admires Wolfgang Schäuble, and much more.
Despite political and economic turmoil and the threat of Brexit, European equities are still packing a punch with investors
The ECB’s latest salvo in the fight against the prospect of deflation was initially met positively by markets. But, a lack of a clear message that the Bank will cut rates further from here sent markets falling again almost as quickly.
The expected 10 basis point rate cut by the European Central Bank this week would provide a “big boost” to peripheral sovereign markets such as Italy, according to Tanguy Le Saout, head of European fixed income at Pioneer Investments.
The much-touted wall of worry that investors have been climbing in recent months seems once more to be winning.
European Central Bank president Mario Draghi disappointed markets on Thursday. While the bank delivered a 10 basis point cut to the deposit rate to an historic -0.3%, and extended the deadline of its asset purchase programme by six months, it kept the main refinancing and marginal lending rates steady at five and 30 basis points…
ECB President Mario Draghi disappointed markets on Thursday. While the Bank delivered a 10 basis point cut to the deposit rate to an historic -0.3%, and extended the deadline of its asset purchase programme by six months, it kept the main refinancing and marginal lending rates steady at 5 and 30 basis points respectively.
S&P last week said 2015 will see the highest number of defaults since 2009, and so with the end of an era of very cheap money in sight, should bond investors be worried?
BlackRock’s head of European fixed income has said quantitative easing in the eurozone will help to stabilise the region as his team prepares for growth in the second part of the year.
The European Central Bank (ECB) has said it will inject 1.1trn into the eurozone in order to combat deflation, a move which Hendersons Tim Stevenson has said will encourage confidence amidst a nervous economic climate.
