What does the end of easy money mean for managers?
After a decade of uber-low interest rates and loose monetary policy, consensus is that central banks around the world will continue to tighten their belts in 2018, so how best to tackle the shift?
PA ANALYSIS: Harness ‘animal spirits’ for investment success
Not being a student of Keynesian theory, I’ve been somewhat confused by the oft mentioned revival in ‘animal spirits’. Rather than bulls and bears, investors should beware the headless chickens.
PA Podcast: Central bank feather bed and the return of financials
The theme of central bank repression of rates has been the dominant theme in markets for years, but Guy Monson, CIO at Sarasin & Partners believes this could be beginning to change.
PA OPINION: Leverage fears undermine ‘myth-making’ central banks
With central banks loosening their belts so much comes the risk of policy makers getting caught with their trousers down.