Darius McDermott: Value is not dead it’s just resting
Central banks have put value on the back foot again in 2019
Central Banks
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‘More dovish than Draghi’: Funds industry weighs in on Christine Lagarde
IMF boss becomes surprise nomination to head up the ECB
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Darius McDermott: Flexible fund picks for an uncertain here and now
There’s no Goldilocks economy – but I’m not a bear
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Treasury must navigate Brexit optics in hunt for Mark Carney successor
Investors mixed on market implications as Philip Hammond seeks Bank of England governor
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DFM strategies for navigating the volatile bond market
Strong US data threatens further policy divergence with Europe
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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?
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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.
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Are we just halfway through the QE cycle?
Has macro analysis simply become an attempt to second guess what the central banks are going to do?
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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.
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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.
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Are we nearly there yet?
With children now back at school and pubs starting to put up the Christmas decorations (I kid you not), the summer holidays already seem like a long time ago and the constant cries of ‘are we nearly there yet’ – only to have the little darlings fall asleep 20 minutes before you finally reach the…
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Fixed income returns ‘unexpectedly strong’ – Axa IM’s Iggo
Returns, generally speaking, have been unexpectedly strong in 2016, according to Chris Iggo CIO of global fixed income at AXA Investment Managers.
