schroders brown let Greece default
Allowing Greece to default and exit the EMU would allow its currency to depreciate and the economy to become more competitive, according to Alan Brown, CIO at Schroders.
Macro News
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metals hit by mass sell off
Industrial and precious metals, some of the last enclaves of perceived safety, have been hit by a mass sell off as investor sentiment plummeted.
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bonds the best bet under qe2
A second round of quantitative easing would be supportive of bond yields in the short term and defensive equities in the longer term.
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markets calmed as policymakers present a united front
Policymakers around the globe will do “what it takes” to prevent an escalation of the economic crisis in the weeks and months to come.
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commodity players lead ftse down; blue-chips lead it up
Commodity players led the FTSE ina downward spiral this morning while blue chips helped lead an afternoon recovery.
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g20 rhetoric drowned out by market chaos
We have heard a great deal of powerful rhetoric from the G20 world leaders as they meet in Cannes but little in the way of proposals about how to stem the global economic decline.
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pa analysis: china bears might just be right
China is the dominant global economy and an ever-expanding market place to do business, but how many have considered the impact of a continued slowdown in both?
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fed to buy $400bn of treasuries in operation twist
The Fed is to buy and sell $400bn of US Treasuries to boost corporate business borrowing and consumer mortgage lending.
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the bull and the bear battle over china
Out on the ground in Hong Kong, Portfolio Adviser asked two China-focused economists if the country was headed for a hard or soft landing?
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Jury still out on Asian property bubble
Whether or not there is an Asian property bubble simply depends on who you ask.
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Brazil loosening positive for equities
The recent monetary easing cycle makes Brazil an attractive market to invest in, according to Carlos de Leon, co-manager at Allianz GI.
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Brazil loosening positive for equities
The recent monetary easing cycle makes Brazil an attractive market to invest in, according to Carlos de Leo, portfolio manager at Allianz.
