Negative interest rates: Keynes revisited
Negative interest rate policies have started to unnerve investors, even though Sweden, Denmark, the eurozone and Switzerland have all had negative policy rates for over a year.
Macro Views
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Investec underweights UK equities as Brexit risk rises
Investec Asset Management said it has reviewed its portfolio to avoid unnecessary risks that could result if the UK votes to leave the European Union.
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Innovation key in Russia’s new economy – Baring AM
The importance of structural growth stories in “new Russia”, cannot be underestimated, said Michael Levy, lead manager for the Baring Russia Fund.
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Why is Yanis Varoufakis not a eurosceptic?
In this Q&A session, filmed at Portfolio Adviser sister publication Expert Investor’s Pan-European Congress, Yanis Varoufakis reveals exclusively why he is not a eurosceptic. He also explains why he admires Wolfgang Schäuble, and much more.
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Oil recovery could trigger “inflation problem” – Kames
If the oil price recovers to above $50 there will be an “inflation problem”, according to head of fixed income at Kames David Roberts.
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I’m not a eurosceptic, says Yanis Varoufakis
In this Q&A session, filmed at Expert Investor’s Pan-European Congress, Yanis Varoufakis reveals exclusively why he is not a eurosceptic. He also explains why he admires Wolfgang Schäuble, and much more.
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Data key as wealth managers gear up for volatile summer
Like Janet Yellen’s Federal Reserve, it would appear that UK wealth managers are planning to be very data dependent in the second quarter.
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European small caps: escape the closing jaws of death
Ken Nicholson, head of European equities at Mirabaud Asset Management, recalls how he was approached by Mirabaud last year to set up a European small cap equity fund whilst snorkelling off the Australian coast. In this interview, he explains why he eventually joined Mirabaud, and how he is preparing to escape the closing jaws of…
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China and Brexit – the two triggers for a market correction
The majority of fund buyers in the Basque country and in much of the rest of Europe expect another market correction this year. Fund managers at Expert Investor Spain, held in Bilbao last week, identified China and Brexit as the main possible triggers for this.
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Positive signs for gold as markets tumble
Gold outperformed most other assets as global equity markets took a beating at the start of 2016, according to State Street Global Advisors.
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‘Unprecedented’ global aging to drive investment, says PGIM
The record rise in the world’s elderly population will increase investment opportunities in real estate, healthcare and technology, according to a new survey published by PGIM, the global investment management businesses of Prudential Financial.
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Don’t expect a China-led commodities rebound – GAM
China’s lower infrastructure spending is expected to slow long-term demand for commodities, according to GAM.